Permissions to merge

mclayton
Participant

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

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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1 Reply 1
mclayton
Solution
Participant

I found the problem.

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