APIs & Integrations

mclayton
Participant

Permissions to merge

SOLVE

What permissions are needed to merge companies?

One of my users cannot merge. Does that user need to be the owner of those company records?

I also notice some company records can be merged and some cannot. Why?

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1 Accepted solution
mclayton
Solution
Participant

Permissions to merge

SOLVE

I found the problem.

The record was a parent company.
In order to merge it, you would have to remove the child company.

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mclayton
Solution
Participant

Permissions to merge

SOLVE

I found the problem.

The record was a parent company.
In order to merge it, you would have to remove the child company.