Skip to content

Document data transfer during Contact merge#759

Open
promptless-for-oss wants to merge 1 commit into
mautic:7.2from
Promptless:promptless/contact-merge-companies
Open

Document data transfer during Contact merge#759
promptless-for-oss wants to merge 1 commit into
mautic:7.2from
Promptless:promptless/contact-merge-companies

Conversation

@promptless-for-oss

Copy link
Copy Markdown

Open this suggestion in Promptless to view citations and reasoning process

Add documentation explaining what data transfers to the surviving Contact when merging Contacts, including company associations which are now properly preserved following the fix in mautic/mautic#16247.

Trigger Events


Tip: Configure how Promptless handles changelogs in Agent Settings 📋

Add a list explaining what data transfers to the surviving Contact
during a merge: field data, owner, points, tags, and company
associations. This clarifies the behavior introduced by the fix
for company associations being lost during Contact merges.
* **Owner** - If the surviving Contact doesn't have an owner, it inherits the merged Contact's owner.
* **Points** - Points from both Contacts combine.
* **Tags** - Tags from both Contacts combine.
* **Company associations** - Company associations from the merged Contact transfer to the surviving Contact. If both Contacts have a primary Company, the surviving Contact keeps its primary. If only the merged Contact has a primary Company, the surviving Contact inherits that primary designation.

Copy link
Copy Markdown
Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Added Company associations bullet point because PR #16247 fixes a bug where company associations were silently lost during Contact merges. The fix adds a mergeCompanies() step to ContactMerger::merge() that transfers company associations while preserving the primary company designation.

Source: mautic/mautic#16247

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant