Skip to main content
kleasure
kleasure
Contributor ⭐️⭐️⭐️
November 12, 2019
New Idea

Ability to merge contacts within one account?

  • November 12, 2019
  • 21 replies
  • 376 views

I’m using the NXT version of CS and am looking to merge two contacts listed under one account. 

 

Occasionally our clients will update their email addresses, so we’ll have two separate contacts (one current and one that’s outdated) that represent the same person. We don’t want to just delete the old one and lose all of the activities they were part of. 

Ex. customer@abc.com changed their email address to customer@xyz.com, want merge the two so that @xyz.com will be associated with all historical activities @abc.com was part of, and then be able to delete @abc.com

 

Is there a way to accomplish this in NXT?

    21 replies

    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    November 12, 2019

    @kunal_bhat what are your thoughts on this use case?

    VP of Customer Success at Forcepoint
    josh.berger
    Contributor ⭐️⭐️⭐️⭐️
    January 15, 2021

    Hi @kleasure and @dan_ahrens - Was a determination made about the best way to go about this as I’ve run into this scenario a few times recently?

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      January 20, 2021

      The ability to merge two person records in Gainsight is on the roadmap and very tentatively looking at middle of 2021 for availability.

      VP of Customer Success at Forcepoint
        josh.berger
        Contributor ⭐️⭐️⭐️⭐️
        January 21, 2021

        Thanks for the update @dan_ahrens . Really glad to hear that this in the pipeline and will be released in the not to distant future. 

          alizee
          alizee
          VIP ⭐️⭐️⭐️⭐️⭐️
          December 6, 2021

          We’re well past mid-2021. What’s the status @GameChangerAdmin ?

          The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
          alizee
          alizee
          VIP ⭐️⭐️⭐️⭐️⭐️
          January 4, 2022

          @dan_ahrens Any updates on this?

          The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
          dan_ahrens
          dan_ahrens
          Expert ⭐️⭐️⭐️
          January 4, 2022

          Hi @alizee , I’m no longer a Gainsight employee so I don’t have any updates, but perhaps @anirbandutta-test-user can help. 

          VP of Customer Success at Forcepoint
            anirbandutta
            anirbandutta
            Expert ⭐️
            January 5, 2022

            Thanks for nudging Alizee and thanks Dan for remaining ever so helpful. @Shilpa Gumnur would you be able to share some updates on this Idea?

            It's an opportunity for engagement
            Shilpa Gumnur
            Shilpa Gumnur
            Helper ⭐️
            January 10, 2022

            @alizee It’s been worked upon actively, I’ll update the timeline soon.

            johntrask_bt
            johntrask_bt
            Helper ⭐️
            July 22, 2022

            Any update on this, we have a bunch of duplicates from emails being updated and would love to clean them up.

            JohnTrask
            Show more replies
            Terms & ConditionsAccessibility statement