New Features: Detect & Merge Contacts, Contact Permissions, Owner History
Date: 10 September 2025
We’ve released a set of powerful updates designed to make managing your boats and contacts in Stantia even more efficient.
Contact Duplication Detection & Merging
To help keep your CRM clean, Stantia now checks for existing contacts when you add a new one – matching on name, email, phone number, and address. For existing records, a new admin tool scans your database for possible duplicates (especially useful after importing data). You can then merge two records, selecting exactly which details to keep from each.
User Permissions on Contacts
You can now control which team members have view or edit access to specific contacts. Customers can be assigned to individual users or offices, helping to manage workloads, control access, and ensure follow-ups are handled by the right people.
Owner History
When you change the owner of a boat, Stantia now keeps a record of the previous owner rather than replacing them. This means you can view the full ownership history for any boat – either by setting the owner when marking it as sold or via the Owner tab when editing the listing. A new Ownership tab in contact records also shows all boats that a customer currently owns or has owned in the past.
These updates are all part of our commitment to making Stantia smarter, more intuitive, and better suited to the needs of brokers and dealers.