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Merge Duplicate Recruit Records

Occasionally a recruit is added twice into the recruit management or pipeline. When this occurs, it would be helpful to have a "merge" function to combine the two cards into one, and bring in the data (notes, previous touches, contact info) from both.

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  • Dru Hawkins commented  ·   ·  Report

    It would be really helpful if there was a way to merge a recruitment card with a duplicate. I have found a few entries that are in twice; causing confusion.