Aliases and merging of correspondents

[Vortex-TH]

Description

I would like to be able to easily merge different correspondents into one and create aliases for a correspondent.

Some example cases where this could be useful:

• A correspondent may change its name over time (e.g. a company). It would be desirable if we could keep both the old and new name, but as a single correspondent entity
• There may be different variants of a name, such as a full name, an abbreviated name or a name with additions such as a legal form (Inc, Ltd., GmbH etc.). Instead of managing all of that, have them as aliases.
• If correspondents and documents are created automatically from e-mails, sometimes the sender changes its name or e-mail address, causing a new correspondent to be created. It would be better if it could be matched against one of the aliases

The feature request would be the following:

• In the correspondents overview, add a button to merge multiple selected correspondents into a single one. A main correspondent name must be chosen and the others are (optionally) added as aliases
• An option to add aliases to an existing correspondent manually
• Match incoming documents against existing correspondent names and their aliases

Related discussions:
#2772
#5078
#2706

Other

No response