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Permissions to merge

SOLVE
Regular Contributor

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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Highlighted
Regular Contributor

I found the problem.

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

1 Reply 1
Highlighted
Regular Contributor

I found the problem.

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