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The "Master ID" lookup column is locked from modification.

  • It is not possible to make it searchable to views (e.g. making a "Merged Accounts" view)
  • It is not possible to add it to a view
  • It is not possible to add it to a form. There is a "Merged" Yes/No column that you can add to views and forms but it begs the question "Ok it's merged, but to what record??"
  • It is not possible to add a Related associated view based on the "lead_master_lead" relationship


For the sake of traceability, we need the user to be able to easily see where lead xyz went to if it got merged out and if a lead contains merged leads.

Category: Lead Management
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Comments

L

It shouldn't be this difficult to set up searches or views to consult merged records:

https://markcarrington.dev/2021/10/06/identifying-merged-records/

Category: Lead Management