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Duplicates

It would be helpful to have the system identify duplicates by more than just the same email prior to uploading the contacts. I would like to approve or decline merging the contact records.

  • Guest
  • Jul 13 2021
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  • daniel Madariaga commented
    23 Jul 05:08pm

    It would be helpful to have this happen at the time of the import NOT after the fact using the find duplicates link you provided below. I know that it can be done because it doesn't allow you to import a contact with the same email. So it shouldn't allow you to upload someone with the same phone number or at the time of import indicate that it is a duplicate and ask you to continue or delete said contact. Your current soluation is an unnecessary extra step. This can be time-consumming depending on the amount of imports you have.

  • Admin
    Steven Lopez commented
    23 Jul 03:38pm

    Hello Lions,

    LionDesk will search for potential duplicates using the name, phone number, or email address. I added a help article below to show you how to find the potential duplicate contacts:
    https://liondeskv2.zendesk.com/hc/en-us/articles/360031287391-How-to-Merge-Duplicate-Contacts

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