Hi,
Has someone figured out how to merge duplicate contacts in the contacts section in freedom UI ? The documentation only shows classic UI contact page https://academy.creatio.com/docs/8.x/creatio-apps/creatio_basics/busine…
Cheers,
Damien
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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