Person contact merge with different companies
If two person contacts from one company contact (both have interactions) are merged, the interaction of the duplicate to the existing contact is also noted.
However, if two person contacts (each with interactions) from different company contacts are merged, only the interaction of the e...
Merge person contacts with different companies
If two person contacts from one company contact (both have interactions) are merged, the interaction of the duplicate to the existing contact is also noted.
However, if two person contacts (each with interactions) from different company contacts are merged, only the interaction of the e...
Default Filter
When a user saves a filter on a list page, the next time they visit the page, it defaults to an unfilted view. It would enhance user experience to allow setting a default filter, ensuring the page opens filtered based on the user's saved preferences. Currently, achieving this requires coding, ...