Merge records without using automations
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Jack Mahr
I need a way to merge duplicate contacts without relying on the automations feature. This would allow employees with general access to manage duplicates more efficiently, as they currently do not have access to the automations function. A simpler, more accessible method for merging records would greatly enhance usability for all team members.
Y
Yakov
For us this is extremely important. Sometimes our projects are split into separate records for the first few steps but must be merged eventually. Some must be merged by step 4 and others by step 5. Since the merge point differs for almost every project, an automation isn't practical, and a simple built-in step would be much easier.
What would solve this is a way to merge two records on demand:
- Select two records
- Choose the primary record
- Merge them, keeping comments, attachments, linked records, and history from both
A "request to merge" option for admin approval would also work well for us.
Please prioritize this. Thank you!
H
Hercilio
This feature would be very helpful for our workflow. Sometimes two workers accidentally create separate records for the same project, and both records may already contain important updates, comments, attachments, and other information.
Creating an automation to handle this is difficult because we first need to identify and configure the correct trigger. A much better solution would be a simple Merge Records option—select two records, choose the primary record, and merge their information. Similar functionality is available in platforms like ClickUp, and it would make resolving duplicate records much faster and safer.
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Naomi Rotenberg
this is extremely important to me as clients can come into smartsuite from a few different marketing streams and I want to be able to merge their records after they are already in the system in multiple places