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Duplicate Contact Management & Merge Tool

Duplicate Contact Management & Merge Tool

October 30, 20251 min read

New

  • Introduced a Duplicate Management Tool to find, review, and merge duplicate contacts directly within the Contacts page.

  • Added Find Duplicates option under the Contacts menu (⋮).

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  • Support for detecting duplicates by Email, Phone, or Name.

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  • Ability to manually trigger duplicate scans anytime.

  • View up to 10,000 duplicate records at once.

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  • Admins can merge up to 10 contacts in a single batch.

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  • Option to reject duplicates, excluding them from future scans.

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  • Detailed merge preview with conflict resolution for each field.

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  • Merge includes related data (emails, phone numbers, opportunities, tags, notes, tasks, appointments, etc.) into a single master record.

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  • Added confirmation dialog to ensure merges are permanent and deliberate.

  • Enhanced UI layout and performance for smoother, faster duplicate handling.

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