Acknowledged

Ability to merge contacts within one account?

  • 12 November 2019
  • 9 replies
  • 208 views

Userlevel 3

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our clients will update their email addresses, so we’ll have two separate contacts (one current and one that’s outdated) that represent the same person.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?


9 replies

Userlevel 7
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@kunal_bhat what are your thoughts on this use case?

Userlevel 3
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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?

Userlevel 7
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The ability to merge two person records in Gainsight is on the roadmap and very tentatively looking at middle of 2021 for availability.

Userlevel 3
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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. 

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

@dan_ahrens Any updates on this?

Userlevel 7
Badge +1

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

Userlevel 6

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?

Userlevel 3

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

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