Salesforce IdeaExchange
Merge Accounts Search Functionality Enhancement
Why is it that currently we are only able to search for accounts via the merge function by searching for the customer name? Would it not make sense to be able to search by postcode? In our business we have a number of duplicate accounts where those offending hold the same postcode. If you could search for this alone then irrelevant records would not be highlighted in the search and reduce the risk of merging the wrong accounts.
The merging account system is rather basic as it is and could require providing more information on the search results page as you would expect to see within cases or accounts etc so where there are a number of accounts with the same name, you can determine those required to be merged by other information i.e. postcode, categorisation etc.
This would save so much time!
track comments for this idea
- ShannonJohnson
- mikecore
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