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duplicates

Manually merge duplicates in your Action Stream

As you know, OnePageCRM allows users to create contacts with the same/similar data. However, in some cases this means unwelcome duplicates are created. So in the hopes of resolving this issue once and for all, today we launch the simple but amazingly effective feature – merging duplicates (triplicates as well!). Now, with just a few clicks you can merge 2 or even 3 contacts.

How does the Merge Duplicate tool work?

After you select Merge Duplicates from the Bulk Action menu dropdown, you will be able to edit merged contact’s data and then save it as single contact. All Next Actions you had with merged contacts will be preserved and converted into Queued Actions.

duplicates

Quick Export to .CSV file

In addition to this, you are now able to export selected contacts from within the same Bulk Actions Menu. Just select contacts in your Action Stream and click Quick Export. A .CSV file with the selected contacts, will be immediately saved to your hard drive. Note that this option is only visible for users with export permissions.

duplicates

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