When a duplicate service site is created, it would be helpful to be able to merge the two sites together. Automatically moving serviceable items, work orders, etc to one site to better track work history.
Company | Van Dyken Mechanical Inc. |
Job Title / Role | Dispatcher |
I need it... | 1 month |
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Merging would also have to permit us to link serviceable items together as well as contacts - those could also present duplication during a merge
Our old software had this feature, and it was SO HELPFUL in keeping the data clean
This would be very helpful. We get duplicates often and there data on both so we cant get rid of one and keep the other. There would have to be validations on there but a merge option would be helpful.