We have to use 2 emails for our clients because they work in the government, so we ask for a work and personal email. This creates lots of duplicates because the client will switch up emails or use another personal email instead. So we see a TON of duplicates. When we merge we want to not only keep all the data from both records but keep them in the workflows they are in. We want to keep all the forms they completed, their payment history, their workflow history all in tack. We usually don't find these duplicates right away, so it is important that we keep the data from both contact records intact.

Merge contacts should also merge all payment, orders, etc. Frankly I can't understand why this was set up this way in the first place.

Yes, please! Activity feed on "non master merge" is lost and social media 'handle' is also lost. Right now I am trying to track where sales come from (there is one 'social media' contact created when they dm me from a reel, and another contact created with an email address created at the time of the 'sale') When I used the master as the contact with the email address, and merge the social media account into it, the activity (Trigger Link Visited for example) on the merged account is lost and the social media 'handle' is lost. DOH! Future sales could depend on this data.

It would be beneficial if the "Purchase Activity" could be merged for all of the duplicate contacts. This a pain point we about hear from our users.

It would be beneficial if the "Purchase Activity" could be merged for all of the duplicate contacts. This a pain point we about hear from our users.

Ya, this is a problem. Why would the entire Activity History of a Contact be deleted when merging? Obviously, merging Contacts is done because of a duplicate - so keeping all the Activity Records for each Contact seems like a no-brainer.

PLEASE keep ALL the Activity Data for BOTH contacts when merging!

Yes please, merge in activity feed too.

See also: https://ideas.gohighlevel.com/contacts/p/when-merging-contacts-with-different-email-addresses-option-to-save-the-emails-a

The best solution I have seen for merging contacts is A)either designate one contact as the master, and retain all the info in the master record's fields, but merge all activity, communictions, notes, tasks, etc. from both records. Or B)best yet, designate one contact as the master, and prompt the person doing the merging when there are two different pieces of data in the same field in both records, to decide which to retain. NEVER merge more than one record at a time! Bulk merges will cause problems sooner than later. The current merge is not usable for me. I still have to manually "recreate" activities, etc. An effective merge is critical to keeping a clean database.

Needed ASAP