Merge Action is Not Displaying as a Button in a Vendor Record

Written by
Denise Cuarto
Published on
June 28, 2023 at 7:11:15 AM PDT June 28, 2023 at 7:11:15 AM PDTth, June 28, 2023 at 7:11:15 AM PDT

SCENARIO

User wants to display the Merge action as a button in a Vendor record instead of a menu.

SOLUTION

  1. Login as Administrator
  2. Edit a Vendor record
  3. Navigate toCustomize>Customize Form
  4. ClickActions
  5. ClickStandard Actions
  6. Merge:
    1. Show:EnterCheckmark
    2. Display As:SelectButton
  7. ClickSave