Contacts & Projects

Bad Contact Information – Errors & Solutions

GuildQualityContacts & Projects

Bad Contact Info Notifications This feature in the GuildQuality app will alert you to any issues with contact information that we encounter while surveying your customers (and/or lost leads).  If there is an issue with an email address or a phone number, you will be alerted about the bad contact information in the top right

Exporting Contacts

GuildQualityContacts & Projects

You can export all Surveys and Contacts by selecting the Export button from either the Surveys or Contacts screens. The Contacts export contains full contact and project information, and the Surveys export contains all survey responses.

Handling duplicate contacts when importing

GuildQualityContacts & Projects

We automatically handle duplicate imported contact data using the following logic: A customer record is reused and updated if the name and (phone OR email) matches. A project record is reused and updated if the customer matched and the following project data matches: what we refer to as the external_id OR the address (street address