Merge contacts permissions

[jcj87]

AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.

[M0]

How ironic is it that this idea here needs to be merged into this idea that is said to be done by end of 2024. They have 3 weeks, will it happen? TBD

[GregBerger]

This is crucial for keeping record integrity in HubSpot.

[GregBerger]

This is critical for any orginzation to maintain record integrity. Is this still planned for the end of this year?

[MarkusJ]

Hey guys!

You can (at least I can) request access to beta now. Check your update "Product update" tab and search for

"Merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects"

As a good friend of mine always says, "today is a good day". 🙂

[TWallen]

Great way to start the weekend!! 

[Patrick_Saab]

@MarkusJ  Thank you for the update! We've all been waiting for this day! haha 🙂

Cheers!

[AMulready]

The BETA has now been activated, those enrolled should see it in their account soon as we just got ours. Great to see this actioned!

[AMulready]

Hi all,

This has been solved in the beta I previously mentioned, we gained access to this today and straight away it worked. It is automatically set to "No" so you must enable any users you need manually. Great to see it actioned!

[RodolfovR]

Any update abou this? It was promised for the end of 2024

[Shuler]

It's still in private beta @RodolfovR - you can request it to be added to your account or wait until it hits public beta. My guess is January/Feb it should be fully rolled out. 

[Patrick_Saab]

@RodolfovR it's in Beta!
Go to your Product Updates page and search for this 

Merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects

[Patrick_Saab]

@RodolfovR it's in Beta!

[JasonSP]

Note: Product Updates currently defaults to showing "New to you". It wasn't in there for me. Selecting "In beta", in the All product updates section, and then searching for "Merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects" revealed it.

[courtneycasey]

Now that merging creates a new Record ID, being able to turn off Merge permissions at the user level is critical to the integrity of the tools the integrate with HubSpot. 

[AmandaBaker]

Hi all - thank you for your feedback on merging permissions! I'm happy to report that merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects is now in private beta. You can request access here. 

Please let me know if you have any feedback!

[AmandaBaker]

Hi all - thank you for your feedback on merge permissions! I'm happy to report that merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects is now in private beta. You can request access here. 

Please let me know if you have any feedback!

[KNickolay]

OMG! @AmandaBaker I have never ran to request a private beta faster in my life - thank you, thank you, thank you!!!

[Patrick_Saab]

Thank you @AmandaBaker ! 🙂

[TMessi]

@AmandaBaker Hi! 

I cannot find this beta feature from my account, is this restricted to a certain license? 

Thanks!