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CRM Idea Center
Categories Accounts & Contacts
Created by Crisia Tolentino
Created on May 6, 2025

After merging an Account or Contact record return user back to the initial list of duplicate results without having to run a search again

Currently after a user merges account/contact records, the user is placed back in Accounts or Contacts and will need to run another duplicate search and select the criteria again. This can be time consuming and drives more clicks for the user managing duplicate accounts/contacts.

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