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Civi dedupe: request to Move Related prospect tab data by default
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Description

In the same way these fields are defaulted to being carried forward,


could we include all Prospect Tab data be saved the same way? @NNichols
mentioned that this would be especially helpful for Target Smart data.

Event Timeline

MBeat33 created this task.Sep 11 2019, 4:12 PM
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptSep 11 2019, 4:12 PM

Yes! As we've been discussing merging processes across teams we've realized that there might be a risk to losing this data. To be safe having it automatically move would be great.

LeanneS added a subscriber: LeanneS.Nov 8 2019, 6:35 PM

@Eileenmcnaughton When merging, I found that many of the prospect fields that had conflicts due to information being added in the duplicate record didn't move over unless I clicked on the check box for them on the merge page. Is it set up to automatically move data over if the field was previously blank? This issue came up in most MG records I merged.

@LeanneS so the checkbox should be checked by default if it is empty on one & not the other -but not if there is a conflict - but it does need to be checked. If merging via the deduper it will keep the data if it exists on either one & throw a conflict if it exists on both

@Eileenmcnaughton It seems that's not being applied unfortunately, as it shows as a conflict if one is empty and you need to check it.