Hi I am trying to merge a record and the merge form does not appear to allow me to select the account associated with the contact, then it notifies me that I will lose it. Please can someone help me with allowing me to see the account on the merge form so I have the option of selecting it when merging contact records.
thanks
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Hi Topcat,
You are right, we cannot include the Company Name default field.
I've added the field to the form, even create new section., but it doesn't appear.
The only way is you create a new field.
Or just put the Company Name in the view?
We can include another field, including the other lookup fields (Price List, etc) and new fields, but the Company Name didn't appear.
So, the only one is create the new field to store the company name or just add company name in the standard gridview so that the users can still see the Account name before Merging.
I think you need to submit a feedback to Microsoft Team.
Thank you.
Hi topcat. ..when merging records it will only shoe u the option for the same record type u can't merged a contact with an account...however all related records are merged to the master record....so u may potentially lose data where the master takes presedence. If u provide more specific info related to your problem I will be glad to help :)
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