Hello everybody.
One of our customers has a problem merging contacts together. Even if the
owner of two contacts wants to merge them together, it does not work. The
security role of the user allows to merge but the CRM-error message says the
user has not the right to request this action and should consult the
administrator. Giving the user more rights doesnt work but when the user
finally gets all the rights (like an administrator has) it suddenly works and
the two contacts are merged like it should. Reaktivating the deactivated
Contact for trying the szenario again with reducing the rights of th users
role step by step does not bring any new information. When the users security
role is set back to its basic rights the user still can merge THIS two
Contacts. Trying two different contacts lets the game start from the
beginning. It seems like once a users with Administrator-like rights has
merged two records, the records (after beeing reaktivated) could be merged
from everybody who has the right two merge, but our customer doesn't want to
have to contact the administrator everytime a users detects two contacts that
are the same. The users themselves should be able to do it. Does anybody know
this problem? Is it a bug or is there just something wrong in the security
roles we built?
Thanks in advance for any suggestions!

Merging is one of those actions that require more permissions than you
expect. One of the more obscure ones is that the user needs rights on
marketing lists.

Are you using custom security roles, and did you create them from scratch ?
I suspect(though haven't proved) there are a few 'hidden' access rights that
cannot be set through the UI but will be granted to the built-in roles.
Therefore as a general rule I find it best to copy one of the built-in roles
(salesperson is m normal template) rather than build from scratch

"Bitkicker" wrote:

Thanks for your reply. Indeed, we did create the role without copying an
existing one. And I read about the marketing list permissions. We now added
the original crm sales role to the users roles so now the users has two roles
which is no problem because the roles work cululative. This did not bring any
effect. But the marketinglist permissions we now turned all to full bright
green did in some way. The error message changed from a 4 rows long to a two
line error message saying the user does not have the right permissions. (No
further advice to contact the administrator).
I would like to know which changes could be the necessary ones in the
core-data permissions and in the company-management permissions as we would
like to limit the permissions we give to only the necessary ones.

Thanks again for every comment.



"David Jennaway" wrote: