When using the CRM “Manage Duplicates” it only merges the notes created in the “Updates” section. My Monday.com new feature request would be to also allow the option to merge the CRM “Emails & Activities” together so all relevant notes will be carried over.
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Managing duplicates on monday sales CRM :slight_smile: | 9 | 3953 | September 17, 2023 | |
| Monday Duplicate Management | 0 | 26 | July 22, 2024 | |
| Duplicating Monday Sales CRM Core Boards (Deals, Leads, Contacts, Accounts and Activities) | 1 | 1180 | December 6, 2023 | |
| Remove Duplicate Item on mOnday CRM | 3 | 16 | December 18, 2024 | |
| Need Full Email & Activities Fuctionality For Subitems | 2 | 214 | September 5, 2024 |