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Ability to filter in the de-duplication / merge feature

JBurns7
Participant

It would be nice to be able to filter down the contacts or companies in the merge feature. We need to be able to go through them 1 by 1, but if we could narrow it down based on specific properties, it would reduce the list significantly.

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @JBurns7,

 

Other users have requested this before: Filter results in the Duplicates tool 

 

I'd recommend commenting and upvoting. The product team reviews these requests based on their popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

3 Replies 3
Anonymous
Not applicable

During a session at Inbound, Kyle Jepson did a demo of changes coming to the duplicates tool. One biggie is bulk merging. Hopefully, the soon to be released update will help your use case.

0 Upvotes
JBurns7
Participant

MMDC, this feature is already on in my portal and is not the solution to what I'm suggesting here. If you had the ability to filter, then I think that bulk merging would then become easier. Bulk merging has a place, but doesn't allow you to look at only a subset of information -- you have to make the same change to the bulk selected. Thank you for your feedback though.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @JBurns7,

 

Other users have requested this before: Filter results in the Duplicates tool 

 

I'd recommend commenting and upvoting. The product team reviews these requests based on their popularity.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.