Duplicate Management & Merge Tool | Clixio Changelog
- Introduced a Duplicate Management Tool to find, review, and merge duplicate contacts directly within the Contacts page.
- Added a ‘Find Duplicates’ option under the Contacts menu (⋮).
- Support for detecting duplicates by Email, Phone, or Name.
- Ability to manually trigger duplicate scans at any time.
- View up to 10,000 duplicate records at once.
- Admins can merge up to 10 contacts in a single batch.
- Option to reject duplicates, ensuring they are excluded from future scans.
- Detailed merge preview with conflict resolution for each field.
- Merging includes related data (emails, phone numbers, opportunities, tags, notes, tasks, appointments, etc.) into a single master record.
- Added a confirmation dialog to ensure that merges are permanent and intentional.
- Enhanced UI layout and performance for smoother, faster duplicate handling.
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