Merge contacts
Merge contacts or allow multiple email addresses for one contact
Brandon Boyd
shared this idea
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Andrew Griggs
commented
In our case, we automate users from Atera into our CRM, and we often get the case where a user is locked out of their email, so they send us a message via their personal address. This puts two copies in Atera and our CRM and the ticket needs to be manually linked to the correct contract for billing. Plus it makes it more confusing for our agents if the user calls in and we need to create a ticket for them, as there's multiples with the same name.
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Charlton Kao
commented
We have 2 contacts with the same email address (but in different case-sensitiive format). We'd love to have a feature to merge the two contacts and bring all of their tickets together.
Currently, the only option is to manually reassign the first contact's tickets to the second contact one by one, and then delete the first contact. This is cumbersome. Apparently, there's no ability to automate this with the API, either.
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David Johnston
commented
We have users who frequently have a personal email and a college email. As it stands, they end up with two users created. It would be great to be able to merge those accounts and have multiple emails associated with one user.
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Ian Heegaard
commented
Changing domains is a problem
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Laurent Paelinck
commented
Yes ! We have customer's with multiple domain and it's very difficult to found a specific ticket for a particular contact