CRM & TASKS: Merging Contacts & Merging Tasks

Objective:

Enhance the merging process of contacts to automatically include the merging of any associated tasks. Currently, tasks linked to contacts are not transferred when contacts are merged, causing tasks to remain linked to the original (now-merged) contact and requiring manual intervention.

Current Issue:

• When contacts are merged in the system, tasks related to the original contacts remain attached to the old contact, not the newly merged entity.

• This creates orphaned tasks that are no longer easily trackable, resulting in inefficiencies and potential loss of important task-related information.

Proposed Solution:

• Task Merging with Contacts: When merging two or more contacts, all tasks associated with the original contacts should be automatically merged and linked to the new or merged contact entity.

• The system should identify and merge duplicate tasks, ensuring they are reflected under the newly merged contact without manual reassignment.

Benefits:

• Improved Task Management: Users will no longer need to manually reassign tasks to the newly merged contact, reducing errors and time spent on task management.

• Data Consistency: All tasks will be linked to the correct, updated contact profile, ensuring accurate reporting and task tracking.

• Enhanced User Experience: Streamlining the merging process will reduce admin work and improve the overall efficiency of task management.