Symptom/Error
Users report that they cannot merge records in Dazos CRM. Common symptoms include:
The "Merge Records" option does not appear in the "More" dropdown menu after selecting multiple records
Users receive permission-related error messages when attempting to merge
Merge functionality works for administrators but not for regular users or specific user roles
Cause
This issue occurs when user roles lack the necessary permissions to perform record merges. Record merging requires both "Delete" and "Edit" permissions for the specific module, as the merge process combines data from multiple records and removes duplicates.
Solution
Follow these steps to resolve merge permission issues:
Step 1: Identify Affected Users
Determine which users are experiencing merge issues and note their user roles.
Step 2: Check User Role Permissions
Navigate to Settings / Manage Users
Select Roles
Locate the affected user role
Step 3: Update Module Permissions
Click on the user role that needs merge access
Find the module where users need to merge records (e.g., Leads, Accounts, Referral Sources)
Ensure the following permissions are enabled:
Edit permission
Delete permission
Save the permission changes
Step 4: Test the Fix
Have the affected user log out and log back in to refresh their permissions
Ask them to navigate to the module with duplicate records
Have them select multiple records and check if "Merge Records" appears in the "More" dropdown
Test the complete merge process to ensure it works properly
Verification / Expected Result
After updating permissions, users should be able to:
See the "Merge Records" option in the "More" dropdown menu when multiple records are selected
Successfully complete the merge process without permission errors
Access the merge interface showing side-by-side record comparison
When to Contact Support
Contact Dazos Support if:
Permission updates don't resolve the merge issues
Users continue to receive permission errors after role modifications
You need assistance identifying the correct permissions for specific user roles
The merge functionality fails for technical reasons unrelated to permissions
Related Resources
How to Merge Module Records (CRM) - Complete guide on performing record merges
User Permission Management - Managing user roles and permissions
Role-Based Access Control - Understanding permission structures