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andrew_biehle
Gainsight Employee ⭐️
Gainsight Employee ⭐️
July 29, 2020
Released

Merge relationships.

  • July 29, 2020
  • 35 replies
  • 782 views

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.

35 replies

gunjanm
Expert ⭐️
December 21, 2020

@jean.nairon thanks for tagging, this is definitely something we need!

  
End Proctoring-
 
Gunjan
Contributor ⭐️⭐️⭐️⭐️
August 27, 2021

+1 This would greatly help us as well. I would also echo @jlicciardello statement about consideration for a reparenting option for relationships.

Jef Vanlaer
Helper ⭐️⭐️⭐️
December 16, 2021

I'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.

mindy
Helper ⭐️
January 5, 2022

I 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 :pray:

Jef Vanlaer
Helper ⭐️⭐️⭐️
January 6, 2022

I feel your pain, @mindy . We are experiencing the same thing and Relationship Merge would be crucial to solve this...

mindy
Helper ⭐️
June 6, 2022

Is 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...

gopal_rao_kallepu
Helper ⭐️⭐️⭐️
June 14, 2022

[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.
 

Gopal
mindy
Helper ⭐️
June 21, 2022

I would be happy to help in gathering requirements

johntrask_bt
Helper ⭐️
July 22, 2022

I would also be love to help with this. We have a lot of duplicates from the SFDC to NXT migration. 

JohnTrask
anirbandutta
Expert ⭐️
July 25, 2022
The following idea has been merged into this idea:

All the votes have been transferred into this idea.
It's an opportunity for engagement