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Status Future consideration
Categories User management
Created by David W
Created on Feb 14, 2024

Merge Ideas Portal Users

Who would benefit?

Portal Administrators and Community

What impact would it make?

This would allow portal admins to ensure users are only able to vote once per idea rather than multiple times by registering more than one email address and/or correct user typing errors during sign-up.

How should it work?

A pop-up could appear allowing the admin to pick one account to merge into another. When merging, all ideas would transfer ownership and all unique votes would be reassigned to the to the desired account.


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  • Paula Schaefer-Riley
    Reply
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    Jul 22, 2024

    This would help us tremendously as we store records in our internal system as one person. If a portal account in Aha is using an old email address, we will be unable to match these records. This would help with contact management and user segmentation across different systems. I would love to see a full view of a single person over time. Thank you for your consideration!

  • Mat Hurst
    Reply
    |
    Mar 5, 2024

    Whilst bulk edit allows ideas and associated votes to be moved from one user account to another, the process requires multiple steps across several portals to deactivate redundant accounts. Whilst this is an infrequent activity, the ability to capture everything about a user in a single process and apply this to another record in the event of a domain change, name change or otherwise, would make for a better user experience, ensure a complete record of activity is transferred in one go, and reduce the risk of errors. This would be a useful feature for anyone.

7 MERGED

Merge contacts

Merged
Just like you can merge organizations, it will be nice to be able to merge contacts, because sometimes, users submit ideas via different email addresses and we would like to merge those two contacts into one. This way a contact can have many email...
Jeremy Fourna almost 3 years ago in Ideas portal 0 Future consideration