Developers, Merge is not correct logic

1. if there are 10 contacts selected, then which contact to combine if you are talking about connecting with the current one? question with a redirect - yes it can be done 2. not understood what duplicates are we talking about?:

[quote] Ustimenko Igor OneBox production wrote: 1. if there are 10 contacts selected, then which contact to combine if you are talking about connecting with the current one? question with a redirect - yes it can be done 2. not understood what duplicates are we talking about?: [/quote] 1) most often this is the oldest contact that was previously created and filled in. Or, before merging, ask in which one to write down and consider it the main one, since you need to know from which responsible one to consider correct and which comment is correct, etc. 2) if you allow duplicates by email and phone, to import the database at startup for Apix Drive so that requests fall, we allow them. So how to check the base now?

[quote] Anatoly Consulting company "Sales Bureau" wrote: 1) most often this is the oldest contact that was previously created and filled in. Or, before merging, ask in which one to write down and consider it the main one, since you need to know from which responsible one to consider correct and which comment is correct, etc. [/quote] no obvious logic [quote] Anatoly Consulting company "Sales Bureau" wrote: 2) if you allow duplicates by email and phone, to import the database at startup for Apix Drive so that requests fall, we allow them. So how to check the base now? [/quote] it's not clear why you allowed duplicates, and where does apix drive come from? can you elaborate?

[quote] Ustimenko Igor OneBox production wrote: [quote] Anatoly Consulting company "Sales Bureau" wrote: 1) most often this is the oldest contact that was previously created and filled in. Or, before merging, ask in which one to write down and consider it the main one, since you need to know from which responsible one to consider correct and which comment is correct, etc. [/quote] no obvious logic [quote] Anatoly Consulting company "Sales Bureau" wrote: 2) if you allow duplicates by email and phone, to import the database at startup for Apix Drive so that requests fall, we allow them. So how to check the base now? [/quote] it's not clear why you allowed duplicates, and where does apix drive come from? can you elaborate? [/quote] 1) yes, that's why I suggested introducing the "main contact" as in other systems, when combining, say which value to enter from the other, with mostly empty ones. And aerobatics, this is the choice of fields in each contact for the final result [file]18384[/file] 2) for import from Excel, so that everything is loaded and already in the system to process duplicates. And to receive applications from Apix Drive, you need to turn off duplicate control by email, since orders from the same client do not come, says that there is already such a client (this is from my last question on Apix Drive, I was given such a recommendation), For these and other reasons? need to control duplicates in CRM

[quote] Anatoly Consulting company "Sales Bureau" wrote: 2) for import from Excel, so that everything is loaded and already in the system to process duplicates. And to receive applications from Apix Drive, you need to turn off duplicate control by email, since orders from the same client do not come, says that there is already such a client (this is from my last question on Apix Drive, I was given such a recommendation), [/quote] apix drive means crookedly connected api integration once they get such an error, or they didn’t figure it out with api. And their recommendation leads to problems rather than solutions to issues. Advise them to remake the request in api and not advise nonsense to clients. [quote] Anatoly Consulting company "Sales Bureau" wrote: 1) yes, that's why I suggested introducing the "main contact" as in other systems, when combining, say which value to enter from the other, with mostly empty ones. And aerobatics is the choice of fields in each contact for the final result [/quote] now the essence is the same, you have selected 5-10 contacts and it asks which contact to combine with (it will become the main one)

Well, not really, in contacts I need to find them somehow, that they are duplicates, then it asks again in the search to find a contact to merge In orders, it doesn’t ask at all [file]18799[/file] , and it’s not clear why the merge icon is in the order itself, if it doesn’t work and asks to select several

[quote] Anatoly Consulting company "Sales Bureau" wrote: Well, not really, in contacts I need to find them somehow, that they are duplicates, then it asks again in the search to find a contact to merge [/quote] you have chosen XX contacts and in the window you choose which contact to transfer the data to, in my understanding everything is logical. I selected 10 contacts and chose one where to freeze them (connect) [quote] Anatoly Consulting company "Sales Bureau" wrote: In orders, he doesn’t ask at all, and it’s not clear why the association icon is in the order itself, if it doesn’t work and asks to select several [/quote] what about orders?

[quote] Anatoly Consulting company "Sales Bureau" wrote: In orders, he doesn’t ask at all, and it’s not clear why the association icon is in the order itself, if it doesn’t work and asks to select several [/quote] what about orders? [/quote] Well, we are discussing the union, there is also this button, and in the process itself it does not work, since there is no selection of several