Merge relationships.

Forum|Forum|6 years ago
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.

merge

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anirbandutta

Expert ⭐️

@andrew_biehle - there’s a product idea for merging relationships. Please come help vote it up.

Thanks @jean.nairon for identifying the similar idea… I’ve merged that idea to this thread now.

cc @gopal_rao_kallepu

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A

adenery

Contributor ⭐️⭐️

Has there been any update on this? Merging relationships is pretty important to our work.

anirbandutta

Expert ⭐️

Let me check around this.

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zach_davis

Helper ⭐️

Also wondering about when this may be delivered.

TMaier

Helper ⭐️

This 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.

anirbandutta

Expert ⭐️

Idea merged into:

All the votes from this idea have been transferred.

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anirbandutta

Expert ⭐️

All - Thank you for your comments… I am checking wirth the PM.

I merged this idea with Katerina’s idea so pl engage on that thread instead from now on.

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