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Ability to merge records in Podio

We use Podio as a CRM and it would be a real help to us to be able to merge contacts and other records in other apps.
We have a lot of duplicate contacts as we have web forms that create contacts in Podio.
So please consider this as a future feature release as i am sure i am not the only one that wants to merge items without using expor/import with excel.
Thanks

Natalie White

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Hi everyone,

A small update - since last time, GlobiFlow is now a part of Citrix Podio and no longer an extension. You can use GlobiFlow to check for duplicates and therefore easier avoid the need to merge records.

This feature is therefore not planned in the short-term roadmap. We hope the duplicate check in GlobiFlow can help improve the data records.

Thanks for your feedback as always!

Cheers,
Sara - Podio

 

Sara Høeg Højlund-Rasmussen

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38 comments

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This is the single missing piece from being able to use Podio as a full CRM. As a user, I want to select two or more items and merge them (including relationships, comments, tasks, files) so that I can maintain one set of contacts. This would be incredibly valuable.

Allen Fuller 5 votes
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In some use cases it's possible to merge the content of several items via calculation fields, Depends on the setup of your apps and your workflows.

Rainer Grabowski (FVM) 0 votes
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Hi
Thanks for your comments guys @rainer ideally we dont want to use an extension as a) we feel it is a standard functionality in CRM and b) we are not a huge company so do not want to have lots of little add ons here and there as this will just get more complicated over time as we grow and develop.

Podio, is there a particular reason why this feature hasnt been developed as it would be so valuable as @allen fuller comments also?

Many thanks
Natalie

Natalie White 2 votes
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Hi Natalie,

I have presented your product input to our development team. Although we do not have a set timeline yet, I'll make sure to keep you updated of any future changes.

/Vardan - Podio

Vardan Azizian 0 votes
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Hi Vardan
We wanted to see if there was any news / developments on this? We would REALLY, REALLY, like to have the ability to merge records in Podio. thanks for your help

Richard South 2 votes
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Hi Vardan and Podio team,

Can you please update whether this feature has made it into a development timeline. I agree with Natalie that this feature is really important.

Finding duplicates and merging them is super complex and to a degree can't even be done within Podio and exporting/importing data to clean it isn't satisfactory.

Thanks, AH

AH 6 votes
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Hi AH,

Thanks for adding your vote on this! We will of course make sure to post any news on this here to let you all know. As said though, it's not on our most immediate roadmap at the time being. That said, it's there and logged and your vote do count in as well.

/Charlie - Podio

Charlie Lindstrom -4 votes
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Has this been solved yet. Any update on this? Really could use this feature.

Jeff Barnaby 4 votes
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Any news on this feature? Seriously, an inability to merge records is a massive oversight in a tool that promotes itself as being a CRM. Podio is a great product, we love using it, but I'm genuinely pretty amazed that this doesn't seem to be considered an important feature. 

Richard South 3 votes
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Hi Podio Team,

Has this feature made it onto the dev roadmap with a timeline?

I would like to support this feature request to make it standard Podio feature. It would help to maintain our data quality by making the process more accessible and a lot easier for our users w/o having to depend on 3rd party support.

Many thanks!
SK

 

Suk-Kyu Frisch-Lee 2 votes
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Any update on this? It is a critical function that is desperately needed. 

Andrew Kelly 1 vote
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Hi all,

No updates to this yet. If anything changes we will let you know here.

/Jacquelyn - Podio

Jacquelyn May -4 votes
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Cumbersome, but a possible solution. Advanced workflows that take your webform entries and update your 'other records in other apps'.

I agree the flexibility to not just link via relations but manage where data points go (update) or automatically 'merge' would be critically powerful. As a Whole Systems Designer and Data Specialist that onboards large databases for companies my abilities would increase 10 fold. Still love ya Podio.

Matthew Rideout 2 votes
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Edit - I wrote a workaround based on my misreading of the problem.

Looking back I now agree that this is a silly problem to have in an application that is essentially just lots of database tables and records.

 

Questions:

1) Why can't we sort by and do a count report of email address in a contacts app? - This would at least make it easier to manually eliminate duplicates.

Paul Renshaw 2 votes
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Hi guys

I'm revisiting this / commenting again just to continue to emphasise (what I believe to be) the importance of this.

Podio's a great tool and we're very happy with it overall but the absence of this feature continues to cause us major headaches.

You're continuing to promote the use of Podio as a CRM and I can say with confidence that the ability to merge records is an absolutely basic feature of any CRM.

As Paul says, this does seem bit of a silly problem to have in an application that is essentially just lots of database tables and records.

Really hoping you guys are going to address this....


Thanks

Richard South 1 vote
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I would like to add my vote for the ability to merge duplicate contacts!  This is a major issue for us.  Is there any update on when this will be available?

Heidi Hillis 4 votes
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This request has been made 2 years ago, and still no solutions! It must be quite a big disappointment for everyone here!

Wisam Elhamoui 4 votes
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Hey Sara,   I continue to believe this is a poor choice from Podio, but am thankful finally for additional communication on a 2 and a half year old request.

AH 0 votes
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Hi Sara

Thanks for the update.

(skipping over the fact that GlobiFlow is integrated but only as a paid for / premium feature....)

I'm not sure how checking for duplicates solves this problem, it just helps highlight records that need to be merged, which you still can't do. Am I missing something?!

I guess I'm still pretty astonished that, given the nature of the product and underlying data, merging records doesn't seem to be considered an important feature, it seems pretty essential to me. Hey-ho.

Having said that, we think Podio's a great product and has a great team behind it, so thanks and keep up the good work (and please consider adding this functionality :-)

thanks!

Richard South 2 votes
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Hi Sara, I agree with Richard's comment above. Podio is a great platform that serves our projects well every day. However, this is a core feature of a data management platform, especially one that bills itself as a solution for CRM-type needs. The GlobiFlow workaround is completely inadequate. Without the ability to merge records, Podio is incomplete and inadequate for many use cases. I very much hope the product team will re-evaluate their decision. Thank you!

Allen Fuller 1 vote
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Thanks Allen, that's exactly how it seems to me too, so am genuinely pretty baffled as to why Podio don't seem to (even vaguely) recognise this it 

Richard South 0 votes
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Hi Sara,

I've signed up for premium account and got access to it, however it's frustrating to see there aren;t any training videos for globiflow, there are so many features are actually useless if we can;t use it, there are third party companies like podiozen selling their memberships due to lack of training stuff from Citrix

Leo Dusseja 1 vote