Video review
Video review
How do you merge and unmerge stakeholders?
Simply Stakeholders has a tool that helps find and prevent duplicated records.
Duplicates can still be created, though, such as when:
The matching rules are not met, so the duplicate record isn't recognised.
A stakeholder changes their name or email address.
You can merge records when unwanted duplicates are created.
You can also unmerge records, such as when a record has been merged automatically but you need separate records with unique details.
Note:
You need to be an admin or project admin to merge or unmerge stakeholders.
How to identify duplicates
You may spot duplicate records while working in the platform. Otherwise, you should periodically go hunting for them by sorting stakeholders alphabetically and reviewing the names manually.
Click the Stakeholder
icon on the left.Click Name at the top of the list of stakeholders.
How to merge stakeholders
Important:
The first and last names (or organisation name) must be identical for the merge to work. If they don't, edit them by copying and pasting text before merging.
The records must be in the same project. If they aren't, first share the stakeholder into the same project before merging.
Click the Admin Settings icon
in the top right corner.Select Tracking & Data Organisation, then Merge Stakeholders.
Select Manually merge stakeholders from the Merge Type dropdown.
Select the criteria to search for the duplicate record.
Click Filter to show the duplicates to be merged.
Select the records to merge.
Note: Click the eye icon
to review each record to make sure you're merging the correct record.Click Merge.
In the popup, select the record you want to merge into.
Note: Merging one stakeholder into another will combine all records (contact details, interactions, tasks) into the selected record. Only unique data will be retained for the selected record, such as custom fields, stakeholder mapping, and address details.Click Merge.
The record you merge into will be retained and will then no longer appear in the Search Duplicate Records table.
How to unmerge stakeholders
Click the Admin Settings icon
in the top right corner.Select Tracking & Data Organisation, then Merge Stakeholders.
Select Auto merged stakeholders from the Merge Type dropdown.
Click the Unmerge button to the right of your merged stakeholders.
You'll receive a warning that unmerging this record will restore the duplicate record. Click Yes to continue to restore your duplicate record.
Navigate to the newly-restored duplicate record and ensure you edit relevant fields (first or last name, email, or phone number) so that the record is unique and will not trigger the duplication function.
For more help
For more information, to arrange a demo or for product training please contact your Customer Success Account Executive or email [email protected].