Merge Duplicates Functionality

Platform discussions
1

Hi! We’ve recently switched to Monday. On our previous CRM, it was possible to merge duplicates and not lose data. E.g. If Item 1 had FNAME filled in and Item 2 had LNAME filled in, then the end merge would have both FNAME and LNAME filled in.

It doesn’t appear that’s possible on Monday - does anyone know if this functionality is coming? Or if there’s an app we can use to get that functionality back?

Thanks in advance!

2

Hello @FFAI,

You can use the Duplicates and Uniques app for that. You can merge items based on different options and even better, you can set up templates to run in automations and integrations.
Here is a demo of how that works.