Hey guys, how can I create a feature that let’s my users merge two of their customer accounts? For example if there’s duplicates or a customer wife uilds an account and then the husband builds one but it’s the same location address.
That’s completely dependent on your database structure. In short, you’d want to deactivate one account, then create workflows to transfer all relevant data. This can be quite involved and require some changes to how you’re storing and fetching data.
Also, if this is a feature you want to support and that could be utilized often, I’d consider creating my own “created by” field and referencing that field instead of the default Bubble field. This would make account merging much easier.
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