Here’s What’s New:
Merging and Adding Additional Email Addresses and Phone Numbers: Retain additional email addresses and phone numbers while merging contacts. Select a primary email and phone number during the merge process as per your requirement.
Improved DND Preference Management: Gain full control over DND settings by selecting preferences for each communication channel individually.
Updated UX: Experience a cleaner interface with significant fixes and performance improvements to streamline your workflow.
How to Use This
Enable the feature under Accounts > Labs > "Updated Merge Feature".
Select multiple contacts and click on Merge on the top bar.
Choose the Master Record.
Review and Map Fields.
Confirm the Merge.
What’s Next
Automatic Duplicate Identification: Effortlessly find duplicates based on phone numbers, email addresses, and names.
Field-Level Customization: Gain more control over activities, courses, and other fields during the merge process, enabling you to select exactly what gets retained in the final contact record.