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
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@leo the written manual is pretty extensive. I would recommend that you join the globiflow workspace, which I believe a link can be found in your globiflow account page. There is a very strong community of users who can provide some help. Setting up a merge can be pretty straightforward for most of the users there. There are always consultants that can help accelerate your ROI for using globiflow as well. I have been using globiflow for about 3 years now and it is extremely powerful and by far the best investment I have made into my business.
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Our partner momentumtools.io have built a great extension to support this use-case:
https://momentumtools.io/podio-bulk-edit-export
//Sara - Podio
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Hi Sara, is there any news regarding merging?
For many, me included, momentumtools is not an option. For one, having to add on all kinds of adons from third parties is unreliable, a potential risk, and in this specific use case would ad a 20 $ monthly cost just for merging (their free tier only supports bulk edit, not merge..).
Merging items in a database-system should be mandatory, and my guess is that almost all of your competitors deliver this out of the box.
Just my 2 cents.
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this is crazy that after 4 years of people requesting this that it is still not even considered being added to Podio. can we have an update as to what is going on. this could take a programer a couple weeks to write the code. What is the delay? and why is this not a priority with so many requests. has a timeline been set for this development yet?
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It's sadly clear to me, after being a podio user for nearly three years now, that Citrix really just doesn't care about quality of life updates on this product. Rock bottom basic features like this and others (like being able to add a simple line break in an app, grant access to certain users to specific apps vs an entire workspace, disabling the employee network, etc) have threads that are years long with the same canned response from the moderating team that "blah blah blah blah - we'll pass it along to the dev's."
So the only options to deal with dupes in your CRM are to export the entire app, remove dupes in excel, then reimport...or use some cockamamie Globiflow workaround, or a third party browser plugin (because that's real secure) that apparently has figured out what you can't/refuse to OR go through each dupe, one by one, and copy/paste info from one field to the other...field by field.........................
Ridiculous. -
Hi Podio team, I have been looking for a CRM and am currently a free member trying this out. My main criteria for my CRM tool is to find a tool that will manage multiple lists and merge them. Is there any possibility of including this? Since it's been requested 5 years and not implemented I guess this is not a priority for Podio. It's really too bad, it's such a basic feature for a CRM tool.
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Dear Deepika Gupta,
as much as I can feel your pain regarding duplicates - we never had big issues with duplicates the way we setup CRMs for our clients. As contact and companies are relationship fields in our scenario, typing into these fields quickly show whether this already exists.
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