Under Consideration

Merge relationships.


Userlevel 6
Badge

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.


11 replies

Userlevel 7
Badge

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

 

 

Userlevel 3
Badge

Yes, we don’t have Relationship merge. Also, if you merge two Companies, each having few Relationships associated with them, the Relationships also get associated to Master Company after Company Merge. Probably, in this use case, Company merge might not be a recommended option!

Userlevel 4

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.

Userlevel 5
Badge

Hi All, 

We have an issue here where we have two separate entries sent from the source entry with the same “Commcell Components ID” (i.e. Global ID). This presents the opportunity for the relationship merge functionality here - therefore I wanted to bring this up for awareness with a real world example. 

 

 

Looking forward to the planning and the enhanced features at some point from the company down to the relationship. 

 

 

Userlevel 4

@cnichols - Thank you sharing your use case. We will surely keep you posted on the updates about this functionality.

Userlevel 6
Badge

Relationship merge functionality would definitely be useful for us as well. I've spent quite some time recently copying Contacts, Timeline Activities and information from one Relationship to another in order to be able to delete one while retaining all available data.

Userlevel 5
Badge

Would this also solve relationship reassignment? We have a relationship which was erroneously assigned in our internal records, but now has been re-assigned to another customer record and this broke Gainsight’s relationship association. 

Userlevel 4

Hello @jlicciardello,

Relationship merge might not solve the use case which you have mentioned. It is mainly for combining multiple relationships into one and not for re-assigning a relationship from one company to the other. 

Userlevel 7
Badge

@muralikrishnagopu  - any updates on when this feature might be available?

FYI: @darkknight  @gunjanm  @CurtisValentine  @heather_hansen  @mathieu.brillon  @keith_mattes 

This might be something you run into as well in your orgs. We have some duplicate records in relationships and we’ve had CTAs and Timeline Activities created under both duplicate records. Merging relationships would greatly assist us to fix this.

Userlevel 6
Badge +1

We currently do not leverage relationships but have been working with the Account merge capabilities and can definitely understand the challenges and potential pain-points with this request.  Since we will likely encounter this at some point when we expand into using relationships, it would be great to understand and see this accounted for.  Thanks for the heads-up @jean.nairon !

Userlevel 7
Badge +1

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

  
End Proctoring-
 

Reply