Merge records

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • olof
    Senior Member
    • Jul 2018
    • 184

    Merge records

    Sorry to hit you with all of these requests but i'm just in the process of accessing Espo against our requirements.

    I can't find a record merge function. From experience users end up creating a lot of duplicate accounts / contacts and a decent record merge function is essential. Sugar's implementation has always been adequate.
  • yuri
    Member
    • Mar 2014
    • 8453

    #2
    Avaiable from the list view actions.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • olof
      Senior Member
      • Jul 2018
      • 184

      #3
      Found it - exactly where I would expect. Maybe it was permissions. Apologies! Thanks!

      Comment

      • partomas
        Active Community Member
        • Sep 2018
        • 331

        #4
        tanya yuri What the permissions are needed to enable MERGE function? For some users there are this function available, mostly admins, but other ones don't have it. How to ad this function for advanced users as well but not giving full admin rights?

        Comment

        • eymen-elkum
          Active Community Member
          • Nov 2014
          • 472

          #5
          Originally posted by partomas
          What the permissions are needed to enable MERGE function?
          you need both remove & edit permissions on the target entities

          CEO of Eblasoft
          EspoCRM Expert since 2014
          Full Stack Web Developer since 2008
          Creator of Numerous Successful Extensions & Projects​

          Comment

          Working...