You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
I looked all over the docs site and there's no mention of how to merge two identities or process existing merge suggestions beyond some high-level intro text.
Here's the steps I figured out that I would have loved to see in the docs below. Sorry if I missed the info on how to do this elsewhere or if I missed an icon in SavannahHQ!
In addition to these changes, it would be great if every icon had a hover tooltip. Here's one I mocked up for example using a title tag on the anchor HTML:
tooltip.mp4
Merging identities
Alerts
SavannahHQ will make suggestions of identities to merge based on username and full name similarities. Here's how to process them:
Click the Bell icon in the top right of the screen to see your notifications
Check the items on the left you want to merge
Click "Accept" in the upper right to merge them
For any suggestions you don't want to accept, you can click "Reject" on the right.
After clicking "Accept", be patient, the merge process can take some minutes.
Process suggested merges
SavannahHQ will make suggestions of identities to merge, but maybe you dismissed the alert. There is no direct way to navigate to the suggested merges. To go back to this list:
Find your SavannahHQ ID by going to the home link and then noting the ID in the URL (eg 3233 in https://savannahcrm.com/dashboard/3233/)
I looked all over the docs site and there's no mention of how to merge two identities or process existing merge suggestions beyond some high-level intro text.
Here's the steps I figured out that I would have loved to see in the docs below. Sorry if I missed the info on how to do this elsewhere or if I missed an icon in SavannahHQ!
In addition to these changes, it would be great if every icon had a hover tooltip. Here's one I mocked up for example using a
titletag on the anchor HTML:tooltip.mp4
Merging identities
Alerts
SavannahHQ will make suggestions of identities to merge based on username and full name similarities. Here's how to process them:
Process suggested merges
SavannahHQ will make suggestions of identities to merge, but maybe you dismissed the alert. There is no direct way to navigate to the suggested merges. To go back to this list:
3233inhttps://savannahcrm.com/dashboard/3233/)usersis not correct, need to reference notes on other computerMerging individual member identities
If you find two (or more) users that SavannahHQ hasn't auto suggested be merged, you can manually do it:
#1) and then click "Merge With..." (see#2):