Merge Stakeholder

Admins now have the ability to Merge stakeholders within a particular customer.  The Merge operation follows this basic workflow:

• Admin navigates to Stakeholder record to be merged:  the ‘source’ stakeholder
• Admin selects ‘Merge’ under the Stakeholder ‘Actions’ Menu
• Admin selects which Stakeholder to merge into and confirms: the ‘target’ stakeholder
• The source Stakeholder will be marked as Merged and hid from the user experience.  Any relationships to the source Stakeholder (Meetings, Initiatives, Milestones, etc.) will be moved to the target Stakeholder.
• Merged stakeholders will still be available in Reports and the Valkre API for reporting and data governance purposes.