Question

Which one should I relate the email too?

  • 9 August 2021
  • 2 replies
  • 12 views

In Gmail when you click the copper button to relate an email to a customer, if you have multiple name matches, is the one you want listed at the top?

At the moment if I have 3 joe bloggs match i have no way of knowing which one i should relate the email too.

Many thanks


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2 replies

Userlevel 5
Badge +4

Hi @GamingSquad, the best thing would be to take care of the duplicates in the Copper system. You can do this by selecting all the Joe Bloggs in your People list and clicking the merge button.

 

If there are legitimately three separate individuals with the same name, then I’m not sure there’s a way to tell them apart in the “Relate to” function. If this is something you think might come up often then please let the product team know by posting in the Ideas section.

Let me know if that helps!

This will come up more often. Surprised its not a common  problem for businesses with many users.