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Articles tagged #MERGE
Articles tagged
#MERGE
CRM

Impact of Customer Merge on User Notes

User has two duplicate customer records and the duplicate needing to be merged into the primary record holds important notes. Prior merging, user wish to know if User Notes will be missing or retained when the merge is completed.

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Setup & Customisation

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

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

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Users & Roles

Permission Violation When Forwarding a Message From a Customer Record

Since User A does not have the necessary Permission for the Transaction where the Email originated from, he is not able to forward messages that originated from Transactions. However, user can send or forward Emails that originated from Customer records.

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