Customer contact wizard
It would be nice to have the ability to limit duplicate messages for customers with multiple accounts having the same email/cell phone information in each one. Some sort of filter to send communication to an email address once.
9
votes
Phillip Allison
shared this idea
This work has been declined because when duplicates are removed for multi-location accounts, location-specific merge fields will only be able to show information for the single customer/location record that it was limited to and not all required fields.
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Stephanie
commented
when I use the customer contact wizard, there is no option to remove all duplicate emails so some of our customers who have multiple accounts receive several of the same email. How can we fix this without manually having to delete each one?