Merge Contacts - All Fields - Include Payment details and All Account Activity
C
Clayton Elliott
I had to merge duplicate contacts. Had 3. One was the primary with all the account activity and payment history. When I merged All Fields it did so and kept all the data from all the Contacts, but it lost all the Payment details and All Account Activity which is VERY important for me to keep and the whole reason I merged the contacts. If I knew that would happen I would have just deleted the other contacts.
Very silly bug that should not be there. This better not mess up my future recurring payments or require me to do something embarrassing to fix it with my client.
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S
Support Marta Gray-Kempton
Yep, basic stuff that should have been thought of before allowing that function to proceed and should also be easy to code. Along with a way to actually locate dupe IDs in the system instead of waiting to haphazardly come across them to fix them. Makes for a messy database/CRM, especially when we round robin our sales guys. Please, High Level, fix all this asap! Thanks