thread Merging Customer Profiles in Archived Discussions (Read Only)

Merging Customer Profiles

REPP — Thu, 03 Feb 2022 22:36:27 GMT

Hi! Recently, we've merged a customer's two profiles. We later learned that the phone number of one of the profiles is the number of another customer, and it's the one transferred after the merge.

We wonder why wasn't the active number transferred. There's also a notification that the system was able to detect that another customer owns the transferred number. Is there a way to correct this in the system so we won't have the same problem in the future? Thank you.

Re: Merging Customer Profiles

JJ_ — Sat, 05 Feb 2022 23:57:24 GMT

At this time selecting manually which customer profile stays is a feature request. My best advice is to screenshot or write down the information that you would like to keep and merge after.

I will pass the feedback about your experience with our product team for their visibility and consideration when working on future updates on the Customer Directory.