Option to Save Documents when Merging Accounts

We have come across a number of accounts where when given the option to merge duplicate accounts, all the recommendations and other uploads are lost. We would like a more customized option to keep documents.

  • Rachel Ponton
  • Nov 8 2023
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  • Chrystalle Kiefer commented
    4 Dec, 2023 04:54pm

    The merge tool should be more like what we have in RE NXT where we can select all the data we need to merge including documents. This should also allow us to choose the BBID we want to keep so it doesn't remove it from people already set up!