Allow the option of creating a family account when merging duplicates
When merging duplicate accounts, there are often two accounts with the same contact information for a husband and wife. It would be very useful if you could merge these two individual accounts into one family account.
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Guest
- Apr 5 2018
Doing it manually takes a TON of mouse clicks and intermediate steps.
I do this A LOT. Would very much like to combine two (husband/wife) accounts into one Family account with Family name format, with both names in it.
Or even to build relationships for them and their children. Merge shouldn't be the only option as there are other reasons (like shared household) that someone would have the same address.