Duplicate Org Search/Merge Help
When doing a duplicate organization search/merge, it would be extremely helpful to have the last login date with the other basic info on the list of organizations. Right now you are just seeing two identical listings for the same organization with no way to tell which one is the newer/more up to date one without completely interrupting the process of what you are doing when you are choosing which organization is primary.
Yurianna Mikolay
shared this idea
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Debbie Mueller
commented
Yes, that would be helpful Sammie, thank you.
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Amie Anderson
commented
This would be helpful, Sammie.
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Marla Rust
commented
Yes, Sammie, that would be very helpful. I agree that it is a very cumbersome process the way it is right now. I was going to post a suggestion on this topic, but Yurianna said it very well.
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Sheila Steger
commented
Yes, Sammie, that view would be helpful.
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Andrea commented
Sammie I don't understand your followup question?
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Lorna Sandberg
commented
I like this option too - knowing when it was created/last accessed, and the number of requests is helpful info to know not only which is the most current, but which one is the best to use as primary.
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Dana Jeffery commented
For my purposes, that captures the sort of information I would be looking for, in terms of Organization merge. I haven't yet used the User Merge, which is a fairly rare option for us, but an Organization merge happens frequently and those are the sort of details I cross-reference. Thanks, Sammie.
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Yes, I am with Yurianna. You can see the "Created" date of the organization, and I just have to randomly hope that the one with the most recent created date has the best information when I commit to the merge - otherwise I have to go back and forth to view what has the most recent activity.
I recognize, it isn't necessarily going to break anything in terms of history and access, however, knowing that the account has been used recently indicates to me that they have looked at the details on their account, thus address and phone numbers could be more accurate.