Client Look Up/Merge Feature
Jordan Beukelman
Would like the ability to have a button to show all chats that have the same name sort of like the duplicate account button. I have discovered a couple of people that are in chats where one chat has their phone and the other has their email but because the system recognizes those are already in the system, I can't merge the clients account to have one data stream. I would love the ability to have a force merge button and being able to force which phone number or email we use going forward after the force merge.
D
Daniel
Merged in a post:
Force Merge
Jordan Beukelman
Need a button to force merge clients' campaigns together. I have had a few clients that don't show under duplicate but that have multiple phone numbers and emails on file. I would love the ability to be able to choose the number and the email the robot should be using and then have it force merge all of the chats together so that was we have one stream of data for the client's account.