All release notes
v1.57.0Zentrik platform

Review Accounts and competitor markets

Compare possible Account pairs before deciding which records are copies. Set a competitor market, review pasted names and keep gaps in public research visible.

What changed

  • Compare possible Account matches and linked records before choosing which record to keep.
  • Save a reversible Keep separate decision when distinct practices or subsidiaries share a name or domain.
  • Set the market for a competitor comparison and review proposed names from a pasted list before saving them.

Review possible duplicate Accounts

Accounts can appear as possible matches when their names, domains, or source identities agree. Compare the evidence and linked records before choosing which record to keep. For distinct practices or subsidiaries, save a reversible Keep separate decision; a similar name or shared domain alone does not prove two records are copies. Merges require choosing a surviving Account and confirming affected records.

Synthetic Account records. The saved decision leaves both records intact and can be restored for review.

Compare a competitor market with its sources

Set the market for a competitor comparison and paste a competitor list to review the proposed names before saving them. Answers focus on that market, open to their supporting evidence, and leave gaps visible when sources do not support an answer. Market names are free text, and public research can be incomplete.

Synthetic competitor and product data. The saved market keeps comparison columns aligned; public research may still have gaps.

More in this release

Readiness items can start with an answer grounded in the Idea’s cited evidence. Unsupported items remain open for the team to answer; a suggested answer does not change the readiness score. Workspace owners and admins can set Brief defaults and inspect recipient delivery. Home shows one next step at a time.

More in this release

Account review

  • Review possible Account matches with their evidence and linked records.
  • Keep distinct Accounts separate with a reversible decision; shared domains alone do not prove two records are copies.

Research and readiness

  • Set a free-text market and review proposed competitor names from a pasted list before saving.
  • Keep public research gaps visible and open supporting evidence from comparison results.
  • Ground Readiness suggestions in cited Idea evidence without changing the score.
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