Ability to merge records in Podio

Comments

41 comments

  • Mike Davis

    @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.

    0
    Comment actions Permalink
  • camille fourès

    +1

    Is this at least on the table? it would be incredibly helpful!!

    0
    Comment actions Permalink
  • Administrator3

    Just having a way to combine databases when doing reports would make things so much easier, removing duplicate inputs, etc! We very much appreciate Podio, but this is really needed.

    0
    Comment actions Permalink
  • Arvid

    Can I merge contacts now? This a 3 year old issue now :*

    0
    Comment actions Permalink
  • Sara Høeg Højlund-Rasmussen

    Our partner momentumtools.io have built a great extension to support this use-case:

    https://momentumtools.io/podio-bulk-edit-export 

    //Sara - Podio

    0
    Comment actions Permalink
  • Simon Saxtorph

    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.

    1
    Comment actions Permalink
  • Claude Toussaint

    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?

    1
    Comment actions Permalink
  • Luis Armando Rosales Chavira

    Is there any update on this feature? I think its a very important one for a lot of users and we don't want to have extentions for everything.

    1
    Comment actions Permalink
  • Richard Rice

    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. 

    0
    Comment actions Permalink
  • Deepika Gupta

    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.

    0
    Comment actions Permalink
  • Dirk Spannaus

    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.

    0
    Comment actions Permalink

Please sign in to leave a comment.

Powered by Zendesk