Contact Rules

Contact Merging Rules

1. Primary comes first 2. ⁠Always retains name of primary (no need l to divide anything) 3. ⁠Email to merge if exist, if different create new and put as sub 4. ⁠Phone number to merge if exist, if different create new and put as sub 5. ⁠Includes Contact created date, Last Activity, Contact Owner 6. ⁠The rest of info, Primary got retain, primary don’t have absorb, certain fields can't merge then ignore, things like tagging can just merge, notes merge, activities merge etc etc

User Broadcast to Contact Tagging Rule

Visibility:

Super Admin: Able to view all user's contact and unassigned contact

User (without role permission to view all contact): Able to view all contacts owned by themselves and unassigned contacts

Information:

When user broadcasts out a WA Personal message to specific tagging, the message will not be sent to the contacts that are owned by other users or super admin although the contact has the tagging.

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