Add Merge Properties Function
As a consultant I would like to be able to merge duplicate properties so that I can see the whole history of a property against one record and I don’t have to look at (eg) different spellings of the street name to find the whole story.
Outcome:
Add a Merge Properties function and Find Duplicates.
(Same as Contacts)
Hi Supporters
We are happy to let you know that your Suggestion has been released.
Please refer to the Knowledge Base for more information regarding this feature: https://boxdice.zendesk.com/hc/en-us/articles/115005885083-Merge-Properties
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Melanie Lia - Jellis Craig Corp
commented
This has become a frequent question from our network, so it would be great to address it. Currently, we are manually removing properties from the database, which is not ideal. The process involves tedious copy/pasting of information from one property to another. We encounter a significant issue when both properties have Trust Transactions, as these transactions cannot be removed.
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Jessica - Buxton
commented
Could we please give this a nudge? We would like to be able to de-duplicate our properties across our network's database.