👋 Join the User Testing of the Latest Guest Profile Match & Merge Design
Hi all,
Our team has been actively working on Guest Profile Match and Merge project, there’s a latest design we’d like to test and hear what you think.
Appreciate the feedback from this community on the initial design I shared a month ago. The team is currently working hard to implement this version, which will be released in the near future.
In the meantime, we’ve incorporated some of the suggestions and design improvement to enhance the experience. Before moving forward, we’d love to hear your thoughts.
The test will take around 10 minutes, and you will be doing the test on Useberry, the research software we’re using. Test link https://app.useberry.com/t/PvZxQqScyKiu6H/
If you have any questions or issues opening the test, please let me know. Feel free to share this test with anyone you think might find it relevant.
Looking forward to hearing your feedback.
Thanks, Jo
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Almost done Jo!!!
Amazing improvement!!!
Done, looking good.
Done, nice improvment
Hi @Jo Chang
that looks great and very simple.
Let us know when you looking for beta customers
PS: Is it possible to prevent staff from merging at all? Meaning that we have a permission setup? We might not do this by everbody as this is irreversible and sensitive
Best
Linus
Looks great @Jo Chang! Can't wait to test this in Mews.
Thank you all for taking the time to participate in the test. Really appreciate it. Will keep you updated on the progress.
@Linus.Bihn Regarding user privileges for merging, I’m checking this with the team and will get back to you as soon as I have their answers.
neat <3
Hi Linus @Linus.Bihn, I’ve checked with the team, and the privilege setting remains the same as we have today. If staff have permission to ‘Create and manage customers and companies’, they will be able to merge customers.
If you want to prevent staff from doing this, you will need to remove this permission. But that means it will take away their ability to manage customers and companies.
love it. do understand what @Linus.Bihn means, it can be quite tricky having ‘any’ employee having this possibility, so with more granular privileges coming this sould also be one for the list imho.
hY
The Feature is not activated yet in our hotels to be checked
Can you activate it please
Hi Linus @Linus.Bihn, I’ve checked with the team, and the privilege setting remains the same as we have today. If staff have permission to ‘Create and manage customers and companies’, they will be able to merge customers.
If you want to prevent staff from doing this, you will need to remove this permission. But that means it will take away their ability to manage customers and companies.
Hey @Jo Chang
thanks for explaining. But of course that doesnt make sense at all to take away the ability to create customers e.g. Last year at Unfold it was mentioned that there will be a fully new permission setup in Mews. Would be important to add this permisson in there.
Best
Linus
Can you activate it for us as well please? :)
Hi @Jo Chang ,
i did recognized this screen with a Merge suggestion. Is this related to this feature?
Hi @wahiba@Sonja Thanks for the comments. We are still in the design phase. Will share any beta plans in the community and a 'Coming soon' post.
@mauritsbots@Linus.Bihn Valid feedback. I’ve reached out to the team responsible for user permissions, and they will be in touch.
@Linus.Bihn Regarding the screenshot, it is an existing feature the team launched a while ago. If OTA guests enter their real email during online check-in using the Guest Portal, and there's an existing user with the same email, we display a merge suggestion banner.
Hello,
Thank you for your feedback on the permissions, @mauritsbots and @Linus.Bihn.
At the moment, we are not adding any new permissions related to profile management as we are planning a comprehensive review of our entire permission list. Our goal is to enhance flexibility, granularity, and transparency. We’re currently beginning the discovery process across various product areas. Would you be interested in discussing not only this specific request but also any other needs or issues you might be experiencing with our current permissions?
Looking forward to your thoughts.
Best regards, Zuzana
Hi @zuzana.hrusovska ,
yes absolutely. Feel free to reach out and schedule a call.
Best
Linus
Hello,
Thank you for your feedback on the permissions, @mauritsbots and @Linus.Bihn.
At the moment, we are not adding any new permissions related to profile management as we are planning a comprehensive review of our entire permission list. Our goal is to enhance flexibility, granularity, and transparency. We’re currently beginning the discovery process across various product areas. Would you be interested in discussing not only this specific request but also any other needs or issues you might be experiencing with our current permissions?
Looking forward to your thoughts.
Best regards, Zuzana
Yes def!
Hi @Jo Chang ,
do you have any update when this feature will be released?
Cant wait to use it!
Best
Linus
I liked the old version already but this is really nice. Keep up the good work
I get stucked , can not continue the test, can you help please
@Linus.Bihn we’re rolling out the new version in just few weeks , or if you’re interested in trying the internal beta version, I will connect you with @coudert.mathias for more details. @wahiba Thanks for the comment. I believe the new Profile match & merge will have lots of improvements and speed up the process. @wahiba Thanks for participating in the test. I tested the link and it works for me. Could you try it again and see if it works now? (alternatively, I could record a end-to-end demo for you to review.) Let me know then. Thanks!
Hi @Jo Chang ,
thansk for your feedback. Yes i am happy to test the beta if possible
can we test the internal beta version with our Hey Lou Properties already?
Would be reat to see the new feature as we also have a identity resolution in SF.
What data fields can be reviewd before they will be merged?
BestL
Linus
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