When I merge two people, the oppos, cases, leads, communications, etc. are moved to the new person; that's great. But it also changes the Company reference as well on all of these records; this is not so great. As an example, I want to be able to see all of the communication for a specific company (it shouldn't matter if the person is still part of that company or not). The way it functions now, the communications, etc. are moved under the current person's company.

I would like to see an option on the merge person screen to prompt the user for their preference.

Those are my thoughts...

Ken

by: Ken S. | over a year ago | Customer Mgment (CRM)