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katerina_nemcova
Helper ⭐️
July 2, 2020
Released

Any plans to allow merging Relationships?

  • July 2, 2020
  • 25 replies
  • 531 views

Hello Gainsight Team!

 

The ability to merge accounts is fabulous, specially if you are like us and have tons of duplicate/bad accounts in SFDC that need cleaning up.  

 

Is there any plan to allow merging of relationships in the same way as merging of accounts? For us, if we merge an account, we also need to merge any relationships under those accounts (not always but in many cases anyway) and currently it seems that they are simply added / duplicated and can only be deleted which would mean losing the data 

 

Thanks

 

Katerina 

25 replies

john_apple
Expert ⭐️
July 3, 2020

@sai_ram can you make this post an Idea for voting?

jean.nairon
Expert ⭐️
July 10, 2020

That would be awesome!

Jean
sai_ram
Expert ⭐️⭐️
July 27, 2020

@sai_ram can you make this post an Idea for voting?

@john_apple open for voting! 

Helper ⭐️
July 27, 2020

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.

johntrask_bt
Helper ⭐️
July 21, 2022

Any update on this? 

JohnTrask
anirbandutta
Expert ⭐️
July 25, 2022
Updated idea statusUnder Consideration→Acknowledged
Idea merged into:

All the votes from this idea have been transferred.
It's an opportunity for engagement
anirbandutta
Expert ⭐️
January 5, 2023
The following idea has been merged into this idea:

All the votes have been transferred into this idea.
It's an opportunity for engagement
anirbandutta
Expert ⭐️
January 5, 2023

@Shilpa Gumnur, @Dheepak G pl take a look at this idea 

It's an opportunity for engagement
Shilpa Gumnur
Helper ⭐️
January 5, 2023

@Dheepak G is the right person for this query.

anirbandutta
Expert ⭐️
January 6, 2023

Hi everyone. Happy to report that person merge would soon be available with our next release.

It's an opportunity for engagement