New feature: Merging contacts, companies, cases, opportunities

Have you noticed a few duplicate contacts, companies, opportunities? It’s easily done when you have several people working from the same account and uploading data at different times, but still annoying to see a few of the same in your list and not really knowing which one is the best one to use.

Clevertim CRM now gives you the ability to merge contacts, companies, cases and opportunities in a simple and quick way and here is a step by step to guide you. The example below will merge companies, but the same steps apply to contacts, cases and opportunities.

1. Select all the companies you want to merge (you can repeat the merge if you don’t select them all at once). Here we applied the filter using part of the Company’s name to make sure we are getting them all as a list.

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Filter by the name/partial name of the company you want to merge and select all names

2. Click on the Select operation drop down menu, followed by Add to merge section. Click on Apply.

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3. All the companies you merged will appear on a box on the right hand corner. You can repeat the operation above until you have selected all companies you want to merge. Once you are done, click Merge.

 

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Things to note:

If the company (or contacts) you are merging are the same company with slightly different names, they will be merged using the first name in the list and will use its address (as you cannot have more than one address). For sections with multiple entries, like email, phone number, website, all different information will be kept.

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This is the result of five companies merged.

 

If you change your mind, you can always go on the What’s New section and undo the merge. You will notice that the “new” merged company will show up as Added new, whilst all the others will come as “deleted”. You can either undelete one, a couple or all of them.

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This is how your merge will show up in the “What’s New” tab.

 

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And this is how it will be if you un-do the merge.

For contacts, if one of the contact has a name and the other has name and surname, the system will merge these as well. Here is an example for two John’s contacts. One is on the system as just John, the other is as John Doe, one had a company, the other didn’t and both had different emails.

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Ah, and all notes and emails will also be merged.