Merge as Contact
We often get requests from individuals either using a personal e-mail account for company requests or from customers who only use gmail addresses for their business. We need a "merge as contact" option to get their account merged in to the main account but preserve their contact info so future requests automatically come in under the main company account. Currently, we have to merge their account and then manually add their contact information.
Erick Baum
shared this idea
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Alex
commented
Yes please. This is needed.
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Michael Miller
commented
I came here to mention the same thing - receiving an email from a new person in an organization means we need to:
1) Open a new tab and create the contact
2) Go back to the lead and reload, in order to properly add the lead as a ticket to the right contact i the organization.Sure would be nice to just say 'add to x organization as a new contact' and be done with it.
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Keith Page
commented
No Votes but came here to say the same.
When you merge contact, say they are an employee to the master corporate account and the first and last name are not the same make it a contact.