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Add Mobile Phone and LinkedIn URL to Duplicate Fields filter

Status: Open Ideas Submitted on ‎09-20-2024 10:13 AM Submitted by Level 3 on ‎09-20-2024 10:13 AM
Comment
New possible duplicate records could be found by adding new fields or combination of fields in the "Duplicate Fields" filter. Besides the existing ones, we believe the following ones would help detect duplicates: 1- Mobile Phone Number 2- LinkedIn Profile URL 3- Combination of First Name, Last Name and Company Name And we understand the level of complexity of doing so should be relatively low. ... View more
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  • duplicates

Modify "New Person" Behavior When Duplicates Are Found

Status: Open Ideas Submitted on ‎04-25-2022 09:53 AM Submitted by Level 10 on ‎04-25-2022 09:53 AM
1 Comment (1 New)
Today, users have the ability to use the "New --> New Person" menu option inside the Database section of Marketo to directly add a record if necessary.   However, the New Person flow does not account for pre-existing records with the same primary key—even if both versions of the record are Marketo-only and not synced to a distinct CRM record. Would it be possible to update this behavior to either explicitly prevent creating a duplicate in the Marketo database or notify the user that a user with that record's email address is already associated with a record?   Again, I'm not sure if this is an "intentional" workaround for creating duplicates, but it's unexpected behavior. ... View more
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Add Unique Identifier to Person Selection on Email Sample Sends

Status: Open Ideas Submitted on ‎12-23-2020 10:03 AM Submitted by Level 10 on ‎12-23-2020 10:03 AM
3 Comments (3 New)
In theory, Marketo should not have duplicate records with the same email address, but  this is often not the case in actual use. This means when choosing a record to emulate for sending a sample email, there can be multiple results returned when looking for an email address. If there are three example@test.com records, all three will be listed in the Send Sample dialog box—but there's no good way today to quickly understand which of the three options you're choosing correlates to what record.   Would it be possible to add an additional identifier, such as Marketo ID, Unique Code or Unique Name that could either be displayed in the UI or used as a secondary search criteria? This ensures when there are material differences (such as one variant having custom objects attached) that testing can occur quicker and with less confusion. ... View more
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