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Showing results for tags 'merge'.
Found 4 results
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Hi guys, I want to do a mass duplicate merge using just the email field and then updating from the last updated record from the dupes. This functionality is currently done on a single one by one action via the UI. The Mass Dupe feature also wont work as this compares more than just the email. (Unless I can disable the name also comparison and run the mass dupe) I am happy to do this in MySQL on the DB but I am not sure what happens in the background of a dupe check and if i can do this in-mass in the database directly. Has anyone tried this successfully? I have thousand of potential du
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Hi Community, In X2crm it is possible to make in Docs a template for e-mail with dynamic variables such as {firstName}, {lastName} or {phone} in the template. But how about merging a physical document for printing with dynamic variables ? I have noticed that this is possible with quotes and invoices and als whem making campaings there is the possibilty to use variables. Searching this form i saw topics dated 2013 where is mentioned that document merge is not (yet) possible. Is there any change or experience in the community now how to merge document or make doc. templates? Can any
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I have merged two records (contacts) and have the following code appeared on screen: Array( [fingerprintId] => Array ( [0] => Fingerprint ID "2" has already been taken. ) ) Anyone any ideas of how best to progress? Nick
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Not sure if this is a lacking feature or a bug: When duplicate records are found it only allows you to keep the first and only allows you to delete the 2nd. You can't keep the 2nd and remove the first. Can you fix it to allow the records to either merge or choose the one to keep? I'm using v2.5.2 and will be upgrading to the 2.8 tonight.
