CRM Merged IDs
20 Jul 2023
A walkthrough of a new CRM feature that lets you find merged contact records. The update adds a property and filter so you can identify which contacts have been combined, useful if you manage large contact lists.
A walkthrough of a new CRM feature that lets you find merged contact records. The update adds a property and filter so you can identify which contacts have been combined, useful if you manage large contact lists.
Friends. A pretty cool little update was released while I was out and it came without any fanfare at all. So I'm putting on the orange hat and calling some attention to it because I just know this is gonna make somebody's day. Check it out. Here I am on contacts, but this works with all objects here I have a portal that has almost a million contacts in it. And the question is, if two contact records have been merged, how can you tell? How do you know which ones were merged? Well, it's been very difficult until now. We've created a property and I'll show you this as a filter, but you can. You can access it on individual records too. But if you just search for merged merge contact IDs and let's just say is known. Look at this. You can see if multiple. Look here. Three different ones were merged into Oliver. Here you can see the IDs that used to exist for the records that were merged together. This now live to everyone. It works on all object types where merging is supported. Check it out, let me know what you think. Let me know if you have any questions.
