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