Role conditions for merging of entities

The merging of entities with certain roles are allowed:

Example
A = dealer, custodian, contract owner
B = user
Merge A into B result:
A = deleted
B = user, dealer, custodian, contract owner, user

The following validations must pass in order for merging to occur:

1. Merging is only allowed if both A and B do not have the same role.
Example:
A = dealer, B = dealer
Result: Error : A cannot merge into B as they both have the same role(s)
and merging of that role is not supported.

This above rule is true for any role except contract owner.
Example:
A = contract owner, B = contract owner
Result: A will merge into B and B will become contract owner for all contracts of A,

2. Merging is only allowed if A and B are not the same entity
Example:
A merge into A
Result: Error : Same entity cannot be merged.

3. Merging is only allowed for a company if that company has no contact persons
A : one or more contact person
B –
Result: A cannot merge into B until all contact person roles are removed from A

Also see Merging Duplicate Persons

NOTE: This function is only available to users with the ‘Merge’ permission and ALL history changes on the merged in entity will be deleted and thus lost.

Last Updated on 2 years ago by Antoinette Van Meyeren