When contacts are merged, only the log and activities of one of the contacts are kept. Part of the change history is deleted and this is not always the right way, e.g. for auditing purposes.
It would be great to have an option when merging.
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If audit trail is desired then consider turning on trigger-based logging as an alternate.– DemeritFeb 16 at 22:12
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Merging two contacts should result in the saved contact ending up with both sets of Activities - have tested and confirmed this is working as expected on dmaster– petednz - fuzion ♦Feb 16 at 22:39
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1 Answer
Just adding 'for the record' but not necessarily as an Answer to the core question.
Merging two contacts should result in the saved contact ending up with both sets of Activities (unless that option has been unchecked) - have tested and confirmed this is working as expected on dmaster
Contact A
Contact B
Merge screen
Outcome on Contact that is saved
The above assumes the Activities are not related to Cases.
answered Feb 16 at 22:42
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1ah sorry 'activities' not Activities - well since this has some nice pictures maybe I will leave for a bit before destroying :-)– petednz - fuzion ♦Feb 16 at 22:53
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Hehe. I guess it's also possible that they did mean Activities, and that for whatever reason the checkbox on the "Activities" row on the merge screen was unchecked by default and they didn't check it. Since then it wouldn't copy over the Activities.– DemeritFeb 17 at 0:59