HubSpot Ideas

MHemsley

Need the ability to restrict account merge

Hello, 

I need the ability to restrict account merges in Hubspot but still allow employees to be able to edit the account. I have found that merging accounts can be done with anyone who can edit a record which can be very dangerous as the record ids change. I am little surprised that there is no option to stop this in the first place. 

 

Many thanks 

 

Marc

2 Replies
Stanly
Member

Definitely. You are effectively deleting an object when you merge. It should at least be tied into that permission, if not made a separate one. 

sullyp1ws
Member | Platinum Partner

Completely agree, this is an important feature that is badly needed. I'm durrently spending a LOT of time cleaning up historical merges in a client portal that resulted in important properties getting changed (e.g. original source) due to end users merging records without first assessing which record should have been the primary.