Forum Discussion

Naz's avatar
Naz
Contributor 2
2 months ago

Duplicates merge

Hi guys. Its been a while we been asking for a possibility to merge contacts. 

Simple as any other crm has. 

Hope to get more likes on this post and it will be implemented soon. 

Thanks 

Naz (Using jobber since 215)

  • wdkljana's avatar
    wdkljana
    Contributor 2
    12 days ago

    We've been asking Jobber for this for years now! So frustrating they don't have it like others do. 

    • Naz's avatar
      Naz
      Contributor 2
      11 days ago

      Same thing here, been asking for years. 

  • LuminaryLawns's avatar
    LuminaryLawns
    Contributor 2
    14 days ago

    Agreed! This would be a big help. We have customers create multiple accounts when they submit requests either from the jobber portal or from the form we have on our website. If there was a way to check the email address and merge the info it would be extremely helpful. 

    • Naz's avatar
      Naz
      Contributor 2
      13 days ago

      I hope Jobber will listen to this and make it happen. 

  • HotTubDave's avatar
    HotTubDave
    Contributor 2
    22 days ago

    Definitely a need here.  We use Jobber Requests, and I get existing clients who use the "Request Service" button on my website, creating a whole new client record.  Happens a couple times a month.

     

  • jade's avatar
    jade
    Jobber Support Team
    2 months ago

    Hey Naz! So great to have you as a customer since 2015! We really appreciate your continued feedback to make Jobber a more powerful tool.

    Client merge is not currently a feature in Jobber, but I’m happy to share your feedback with our Product Team as I understand how this would be valuable. New features are based on trends of requests, so if you’ve shared this feedback before this extra flag will be helpful.

    Your feature requests are important, so please keep them coming. We are also happy to help with some workarounds so please contact our Success Team!