Permissions required for Merge function?

[CheapBastard]

I am trying to give some users the ability to merge contacts, accounts and opportunities, but I don't know what permissions specifically I need to give them.

When I log in with my admin account, I see a "Merge" button at the top of the contacts (and accounts, and opportunities) list view. The user I am trying to edit does not see that merge button.

I have tried giving them (their role actually) the following access under "Contacts":
Access: Enabled
Access Type: Admin & Developer
Delete/Edit/Export/Import/List/View: All

That would seem to give them the maximum possible access to contacts, but still no "Merge" button appears. If I edit their user account and switch them from a "Regular User" to a "System Administrator User", then they see the merge button, but that is not a good solution.

As a test, I set the access for this user to "Disabled" for opportunities, and log out and log back in and the user can no longer see opportunities, so I know I am working with the right role. The user has only one role assigned.

What do I need to do to give them the ability to merge contacts, accounts and opportunities? Do changes to permissions take effect right away, or is there a delay?

We are using Sugar Professional version 5.5.4 running on Windows and MS SQL 2005.

Thanks,
Jeff

[CheapBastard]

To counfound it further, I just set the permissions for the same user to be identical for Contacts and for Accounts (Enabled/Admin & Developer/All). Then logged in as that user and now the Merge button shows up for Accounts, but not for Contacts. Why the different behavior for the very same permissions on the different modules?

Please help!
Thanks,
Jeff

[CheapBastard]

Bump -- this is still an issue that I need to get resolved. Haven't been able to make any progress on it.
Thanks,
Jeff

[Angel]

Is the "Mail Merge" option enabled for the limited rights user? (Click My Account to check).

Check the same under Admin > System Settings while logged in as admin.

[CheapBastard]

Thanks for your reply. I tried checking the box for "Enable mail merge?" under Admin -> System Settings, but it had no effect.

To be clear, I am trying to allow specific users to be able to merge two contacts into one or two accounts into one. I am not trying to do a mail merge operation.

The button I am talking about is:
Click "Contacts" on the main navigation. Then search for any contact(s) or click the "Contacts" link on the left nav to show a list of contacts. There should be a "Merge" button on the top of the list. (see screenshot) Right now, it shows up under "accounts" for a given user, but not under "contacts" for that same user. The rights assignments for the two modules are identical. (see screenshot).

Thanks for the help!
Jeff

[Angel]

Ah, sorry, I thought you were talking about the mail merge feature.

The option for merging duplicates requires delete rights as you would be deleting the non-surviving record.

[CheapBastard]

Yes, the user in question has full access (delete included) to contacts as you can see from the 2nd screenshot in my previous message. The rights for this user are the same for Accounts and Contacts (as you can see). The merge button shows up for accounts, but not for contacts.

Not sure why that is...
Thanks,
Jeff

[Angel]

Yup, I see that. Wasn't sure who that role applied to.

What happens if you create a new user and assign that same role to the new user? Does the new user have the ability to merge?

[CheapBastard]

ok, I created a new account and logged in as that user. Right away, the new user had the "merge" button show up for accounts, but not for contacts. Looking at their access, it was set to "Enable", "Normal" and "All" for everything.

I then added them to the role that the other user is in. Then logged out and back in as that new user and it didn't seem to change anything -- still a merge button on accounts, but not on contacts.

This role has "Enable", "Admin & Developer", and "All" for everything as the above screenshot shows.

So it looks like it is the "default" rights for a user that are having an effect rather than the rights for the role.

Thanks,
Jeff

[CheapBastard]

This is still not fixed and it is a big issue for us, so I am still looking for a solution. I completely cleared out the sugar cache (executed every item under Admin - Repair and then deleted everything under the "cache" folder on the server).

I then created a brand new user account with all default settings and did not assign that user to any groups. This user's permissions are shown in the first screenshot below (basically, "enabled", "normal" and "all" for everything). So you can see that the permissions for each module are identical for this user.

I then login as that user and go to each module and this is what I see:
Leads -- I have a "Merge" button (see 2nd screenshot)
Contacts -- no "Merge" button (see 3rd screenshot)
Accounts -- I have a "Merge" button (see 4th screenshot)

Why the difference when the permissions are the same? To my knowledge, we have not made any customizations specifically to any one module. Is there some way I can "reset" the contacts module to all of its default settings and code to see if that may be the case though?

Is it possibly a bug in the contacts module? Can anyone else reproduce this issue?

Thanks,
Jeff