Merge duplicate contacts in Freedom UI (Creatio 8.1)

Hello,



Unfortunately, it is not possible to check the deduplication for a contact record while it is being created. You can do it through a mass search for duplicates, which can be launched on the page with rule settings. As a temporary solution, you can display the Contacts section in Classic UI, where you can perform deduplication check on this page.







At the moment this is the only solution. The responsible team is already working on adding this feature in the next releases.



Regards,

Orkhan

Orkhan,

Hope it comes soon, that was a highly appreciated "hygiene" function and highly demanded by our new prospects.



Cheers,



Damien

Hi, Any news about a component to manage duplicate customers or accounts or whatever and be able to merge them into Freedom UI pages?

Hi Julio, 

Found this : Deduplication Freedom UI enhancements | Creatio Marketplace

Damien

Thanks, but this didn't solves the problem of existing duplicated contacts/accounts, just to advice when try to add a new one.

What I'm asking for is the ability to merge contacts or accounts or whatever like in Classic UI

1.- In Classic UI when you list contacts, select some (duplicated) and have an action to merge them

2.- Also in Classic UI, when open a contact, for example, if have some duplicated you have the choice to merge them

My question is, when this functionality will be enabled in Freedom UI

Thanks

Julio

Hi,

are there any news on this "lost" feature?

Thanks,

Robert

Definitely needed in Freedom UI. I hate that I have to add the classic sections to a workplace to have users go there to use the functionality to merge records. 

Ryan

Ditto 1 million times, this is a major missing function from freedom at this point.

Ryan Farley,

Agree

Yes, 

I've only seen information about deduplication on save in recent roadmap update, but not full proper deduplication functionalities, which is one of the crucial functionalities in maintaining a healthy CRM database.

Definitely need this functionality to return. It doesn't make sense how Freedom UI has been out for so long and we're still waiting on such an important feature.