Posting on behalf of a customer. Recently we’ve released the company merge feature but customer is inquiring about the ability to merge relationships either at the relationship level or at the company level without having to merge the companies.
I don’t think we have this functionality but thought it might be a good idea and wanted to inquire if this was being looked into.
+4
+1Yes, we don’t have Relationship merge. Also, if you merge two Companies, each having few Relationships associated with them, the Relationships also get associated to Master Company after Company Merge. Probably, in this use case, Company merge might not be a recommended option!
Hello everyone, we do have plans to provide the Relationships Merge functionality. We may not be able to give out a concrete timeline at this point in time though. We will keep you posted on the updates about this functionality.
+1Hi All,
We have an issue here where we have two separate entries sent from the source entry with the same “Commcell Components ID” (i.e. Global ID). This presents the opportunity for the relationship merge functionality here - therefore I wanted to bring this up for awareness with a real world example.
Looking forward to the planning and the enhanced features at some point from the company down to the relationship.
+2Relationship merge functionality would definitely be useful for us as well. I've spent quite some time recently copying Contacts, Timeline Activities and information from one Relationship to another in order to be able to delete one while retaining all available data.
+1Would this also solve relationship reassignment? We have a relationship which was erroneously assigned in our internal records, but now has been re-assigned to another customer record and this broke Gainsight’s relationship association.
Hello
Relationship merge might not solve the use case which you have mentioned. It is mainly for combining multiple relationships into one and not for re-assigning a relationship from one company to the other.
+4
FYI:
This might be something you run into as well in your orgs. We have some duplicate records in relationships and we’ve had CTAs and Timeline Activities created under both duplicate records. Merging relationships would greatly assist us to fix this.
+3We currently do not leverage relationships but have been working with the Account merge capabilities and can definitely understand the challenges and potential pain-points with this request. Since we will likely encounter this at some point when we expand into using relationships, it would be great to understand and see this accounted for. Thanks for the heads-up
+1 This would greatly help us as well. I would also echo
+2I'm running into cases where this functionality would be useful more and more. It would be great to get an update on whether this is still considered on the roadmap.
+1I am desperate for this!! I think there are a lot of use cases for this, but the biggest one I’m encountering is just to fix when the relationship automation goes awry and creates duplicate relationships. When we have what are essentially duplicate relationships created (I won’t go into the details but be assured it’s impossible with our data right now to stop this from happening), the team doesn’t always pay attention to or know which relationship they create an activity or a CTA on and so data exists on both. By the time I catch it in my data cleanups it would be easy enough to solve if I could just merge the two relationships together and retain all of the activities, people, success plans, and CTAs in one relationship.
Instead I end up with my head in my hands trying to make judgement calls about whether some of the data is worthless enough that I should just delete a relationship, whether I want to compile a list of activity ids to have support move to the other relationship, or whether there’s so much data between the two that I can’t lose that I just leave the duplicate relationship in our system and mark it as inactive and live with how annoying that is.
Please just enable relationship merge already 
+2I feel your pain,
+1Is this on a roadmap? This is the single biggest thing that could be improved for us right now. The lack of being able to merge relationships sometimes makes me want to throw my hands up and give up on Gainsight data accuracy. I’m going to start posting every time the lack of this makes my life very hard. Expect posts weekly...
[Update] - This is on our Roadmap. We are currently gathering the requirements for this. Please feel free to reach out to me on community if you are interested in contributing to the requirements.
+4I would also be love to help with this. We have a lot of duplicates from the SFDC to NXT migration.
+2+2Thanks
+5This is becoming a big issue for me after some CRM consolidations - I cannot fully load data from Salesforce without risking duplicated Relationships and without the ability to merge them I am kind of dead in the water. For the sake of future people in my position, I’d urge you guys to make this a priority in the new Unification system.
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