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Ability to merge contacts within one account?

Related products:None

kleasure
  • Contributor ⭐️⭐️⭐️
  • 10 replies

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our clients will update their email addresses, so we’ll have two separate contacts (one current and one that’s outdated) that represent the same person.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
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • November 12, 2019

@kunal_bhat what are your thoughts on this use case?


Forum|alt.badge.img
  • Contributor ⭐️⭐️⭐️⭐️
  • 28 replies
  • 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
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • 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.


Forum|alt.badge.img
  • Contributor ⭐️⭐️⭐️⭐️
  • 28 replies
  • 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
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 654 replies
  • December 6, 2021

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


alizee
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 654 replies
  • January 4, 2022

@dan_ahrens Any updates on this?


dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • 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. 


anirbandutta
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  • Expert ⭐️
  • 1804 replies
  • 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?


Shilpa Gumnur
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  • Gainsight Employee ⭐️
  • 87 replies
  • January 10, 2022

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


johntrask_bt
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 64 replies
  • July 22, 2022

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


anirbandutta
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  • Expert ⭐️
  • 1804 replies
  • July 25, 2022
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

Shilpa Gumnur
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  • Gainsight Employee ⭐️
  • 87 replies
  • August 17, 2022
AcknowledgedUnder Consideration

Shilpa Gumnur
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  • Gainsight Employee ⭐️
  • 87 replies
  • August 17, 2022

@johntrask_bt We’re actively working on this requirement and you’ll hear more about this soon.


  • Contributor ⭐️⭐️
  • 9 replies
  • October 21, 2022

I am very interested in this as our org has a duplicate contact issue. If you have a beta group for this I would like to be considered.


Shilpa Gumnur
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  • Gainsight Employee ⭐️
  • 87 replies
  • October 26, 2022
Under ConsiderationIN DEVELOPMENT

Shilpa Gumnur
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  • Gainsight Employee ⭐️
  • 87 replies
  • October 26, 2022

@mbennett Thanks for volunteering, I’ll reach out to you accordingly.

 


alizee
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 654 replies
  • October 26, 2022

@Shilpa Gumnur I’m also interested in volunteering for beta testing as we also have quite a mess to resolve. 


Shilpa Gumnur
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  • Gainsight Employee ⭐️
  • 87 replies
  • February 3, 2023
IN DEVELOPMENTImplemented

Shilpa Gumnur
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  • Gainsight Employee ⭐️
  • 87 replies
  • February 3, 2023
Updated idea statusImplementedIN DEVELOPMENT

Shilpa Gumnur
Forum|alt.badge.img
  • Gainsight Employee ⭐️
  • 87 replies
  • February 3, 2023
Updated idea statusImplementedIN DEVELOPMENT

Shilpa Gumnur
Forum|alt.badge.img
  • Gainsight Employee ⭐️
  • 87 replies
  • February 3, 2023
Updated idea statusIN DEVELOPMENTImplemented

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