Contact merge: Will interactions/to-dos/fund raising/volunteering/membership data be appended?

bob

• November 20, 2022 09:23

When merging multiple contacts into one, will all the Interactions, To-dos, Fund raising, Volunteering, Membership data of the "secondary" contacts be appended into the crowned (i.e. primary) contact? What is the expected behaviour?

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  Stefania Bracho Liberatore

  • November 21, 2022 20:00

  Hey Bob,

  Yes, that's the functionality! 

  All the information will be added to the ceowned contact. 

  Best,

  Stefania

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