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At times some of our current customers will fill out our web form.  In doing so it creates a duplicate in our “contacts database” and my question is is there anyway to combine contacts so we do not have multiple copies of the same information?

 

Thank you.

Hi, ​@cynthia5. ​Our Product and Support teams couldn't dedicate the necessary attention to our Community topics these past days due to some setbacks, so we apologize for the wait. To ensure that your request is treated with the urgency it deserves, I would like to ask a favor: could you please send your request directly in the platform chat or by email at support@pipefy.com? This way, we can assist you more quickly and efficiently. Thank you!

 

 

At times some of our current customers will fill out our web form.  In doing so it creates a duplicate in our “contacts database” and my question is is there anyway to combine contacts so we do not have multiple copies of the same information?

 

Thank you.

Yes, you can merge duplicates by enabling a “merge contacts” or “deduplication” feature in your CRM settings, or use a third-party tool to automatically detect and combine them.

 

 

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