Skip to main content
Closed

Merging Company Records

Related products:Freshdesk
  • Oct 10, 2015 2:10 AM UTC
  • 46 replies
  • 229 views
Show first post

46 replies

Community Debut

Another upvote !

We need it aswell.

Contributor

we need this too

Community Debut
  • dlaidlaw
  • Community Debut
  • Jan 14, 2019 9:27 PM UTC

WE NEED THIS AS WELL!!!!!

Apprentice
  • vlaughlin
  • Apprentice
  • Jan 28, 2019 3:25 PM UTC

We are running into the duplicate company issue too. I can't believe this was requested three years ago and this is still not a feature. I'm starting to doubt freshdesk as a reliable helpdesk. Our old CRM could do this! Please Freshdesk, add this feature. 

Community Debut

Well, this is a lazy and old business model where it is clear that the developers are always one step behind:


"We haven't seen this request come up from a lot of customers so far - we'll keep an eye on this forum and add this request to our backlog if it gathers more interest."


So it is a company that will never inovate... And will be always behind (or blind to) the competitors?

Community Debut
  • kevin.kogler
  • Community Debut
  • Mar 7, 2019 7:05 PM UTC

This would be a very helpful feature. Based on this forum, I cannot see why you would think its not a requested feature

Community Debut
  • phil_18838
  • Community Debut
  • May 10, 2019 4:33 AM UTC

I cant believe that this isn't a standard feature?  If Freshdesk are promoting smother importing of data from other platforms such as Pipedrive & Xero, they have to have the ability to manage the data after it is imported.  Pipedrive like many other apps have separate CSV files for company and clients.  When consolidating client CRMs from multiple apps this is a must feature and does not make sense only having it for contacts only.  This is very disappointing, Freshdesk.  One way around this is to import the dirty data back into Pipedrive that does have this merge capability, clean up the data and then import it back in to a clean Freshdesk.  Not ideal but a band aid solution, none the less.  Do we get a discount on this months subscription for doing this??!!!!!

Contributor
Forum|alt.badge.img+2
  • annie
  • Contributor
  • Jun 19, 2019 6:39 AM UTC

What's happening with this feature, it's a pain!

Community Debut
  • sherman
  • Community Debut
  • Jul 9, 2019 6:45 PM UTC

We need this merge company capability as well.  The duplicate finder in FreshSales is brilliant - any thought about putting that into FreshDesk?  I know you are different teams but great to share best practices.

    Community Debut
    • joris_14400
    • Community Debut
    • Jul 16, 2019 2:35 PM UTC

    +1 Really need this!

    Contributor
    • aberry
    • Contributor
    • Aug 1, 2019 11:57 AM UTC

    Adding my voice to this request.  We also need to merge Company records.

    Community Debut
    • lsmith
    • Community Debut
    • Sep 11, 2019 1:20 PM UTC

    I am also interested in this feature.

    Contributor
    • davidspinks
    • Contributor
    • Sep 16, 2019 6:54 PM UTC

    This is vital to my operation.  The company has over 1K users.  Companies are bought and sold all the time.  Please add.


    Apprentice
    • dmackillop
    • Apprentice
    • Oct 3, 2019 5:03 PM UTC

    Please add this functionality ASAP

    Community Debut
    • joanna
    • Community Debut
    • Oct 29, 2019 9:50 PM UTC

    Another vote for yes! I see no one from the company has commented in a while. We would love an update....


    Community Debut
    • chris_19214
    • Community Debut
    • Apr 21, 2020 8:37 AM UTC

     Pretty ridiculous this is still an open request, without a reply in years. +1

    Community Debut

    Hello All,

    We sincerely apologize for being silent on this thread.

    We currently do not have the option to merge two companies directly. This is indeed a thoughtful suggestion. Happy to take it up as a feature request and we'll reach out to you with further updates.

    Thanks!

     

    Aazir
    Active Contributor
    Forum|alt.badge.img+4
    • Aazir
    • Active Contributor
    • Dec 4, 2022 2:14 AM UTC

    Any updates on this? 

    This is a much-needed feature. Specially if “Archived Tickets” option is enabled, because the company option is read-only, hence can’t be changed

    Aazir
    Active Contributor
    Forum|alt.badge.img+4
    • Aazir
    • Active Contributor
    • Dec 8, 2022 2:03 AM UTC

    Also, because we have companies, that are ‘bought over’ and want to merge those together without losing the ticket and timeline activity in the company.

    • Ideally when a company is merged all activities come together in the timeline in a chronological order (critical).
    • Existing contacts are bought together under the new record 
    • The ticket record should maintain the company field like when are contacts are re-associated to another company, to show which was the original company it was raised for
    • Would be perfect if in the company timeline/ticket view the original company name is added as a tag or something similar, so it is easier to identify as well that those tickets are result of a merge and is related to a specific company (not critical, but a nice to have). 

    Thanks!

    amcloyd
    Community Debut
    • amcloyd
    • Community Debut
    • Mar 4, 2023 11:05 PM UTC

    Def need this!!

    Contributor
    Forum|alt.badge.img+3
    • LukeAC
    • Contributor
    • Mar 8, 2023 9:48 AM UTC

    Lol, how has this been archived?

    Terms of UseAccessibility statement