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Former Member
May 24, 2010 at 07:10 AM

Merge account


Dear experts

I would like to be able to merge accounts in WebIC if the IC agent identifies a duplicate during his conversation with an account.

Basically, I'd like the same unctionality than in WebUI:

- Search for accounts

- Select 2 accounts

- Merge accounts

However in WebIC, I cannot see the "Merge account" button. I found this OSS note, but still I don't know what I have to configure in the system to display this button.

[Note 900293 - "Merge Accounts" in IC WebClient|]

We are using CRM 7.0.

Thanks in advance,

Regards, Stephanie