- Merge Icon utility GONE from Actions menu Drop Down!
- Posted by ConSol IT on June 20th, 2007
I am trying to merge two accounts but when I click on more actions the Merge
Option is not even there.. WTF
Any idea's before I start a MS support request....
- Posted by Larry Lentz, CRM MVP on June 21st, 2007
First, I assume you are NOT trying to do this Off-line with the Outlook
Laptop client. Assuming that, perhaps you do not have sufficient permissions
to do the merge.
Larry
"ConSol IT" <ConSolIT@discussions.microsoft.com> wrote in message
news:C741F5C9-D7C6-48D2-B3EC-3C5FF4221FE7@microsoft.com...
- Posted by Larry Lentz, CRM MVP on June 21st, 2007
Actually, the Merge is on the Toolbar, not the More Actions menu. The More
Actions menu includes the Mail Merge.
"ConSol IT" <ConSolIT@discussions.microsoft.com> wrote in message
news:C741F5C9-D7C6-48D2-B3EC-3C5FF4221FE7@microsoft.com...
- Posted by ConSol IT on June 21st, 2007
I am the CRM admin.
I am connected on the LAN.
I normally run all my changes from the CRM web console...
Hopefully I'm just having another brainfart but I can't seem to find the
darn thing.
"ConSol IT" wrote:
- Posted by ConSol IT on June 21st, 2007
I went over the security settings and the Merge is in bright green. It's just
odd that it not listed as a tool.
"Larry Lentz, CRM MVP" wrote:
- Posted by wright on July 3rd, 2007
In order to use the merge tool use ctrl + click to select the 2 records you
wish to merge on the main entities page. Then click on the merge icon (new,
print, export to excel, assign, delete, mailmerge, merge)
"ConSol IT" wrote:
- Posted by ConSol IT on July 3rd, 2007
I ended up having to uninstall and reinstall at the server to get the icon
back in place.
All is good now.
I haven't the fogiest idea how or what happened.
"wright" wrote:
