InsuredMine CRM | Optimize and Grow Your Insurance Agency

“Merging not required” – in duplicates and merge contact section

You can select and remove the contacts for which merging is not required.


To view the enhancement:

  • Navigate to Contacts

  • Click on the three-dots icon and select Merge Contacts


  • Select the contacts that you do not want to merge and click on Merging Not Required


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