Contact & data model — found from sitemap — Pipeliner CRM

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Facts read from this source

• Merge tiers Report an error

  “Merging Accounts and Contacts is available for our Business and Enterprise Tier customers.”

• Merge prerequisites Report an error

  “You must have the ability to both delete records AND be the record owner.”

• Merge master behavior Report an error

  “when merging, you select one of the records to be the “Master” and this record will be the one that remains post-merge — the other record will be deleted and gone forever.”

• Merge ownership requirement Report an error

  “NOTE: You have to be the owner of the record you are trying to delete, but do not have to be the owner of the master record you are merging into.”

• Enterprise role customization Report an error

  “For Enterprise Tier customers, User Roles are customizable so it may be possible that you can delete a contact without being able to delete an account.”

• Ownership change requirement Report an error

  “You must have Manager rights within the Sales Unit that the record belongs to in order to change Ownership to yourself.”

• Merge UI Report an error

  “Then, select both records and click the "Merge" button, located in the top toolbar”

• Merge advanced mode Report an error

  “After selecting the Master account, you can use the “Advanced Mode” located at the bottom to manually define the fields you wish to keep.”

• Merge select all Report an error

  “Or, you can “Select All” to keep all fields from one account”

• Merge from account tab Report an error

  “As well as being able to merge 2 Contacts together by selecting them from the Contacts menu, you can also merge from the Contacts tab of an open Account record.”

• Duplicate warning Report an error

  “Coevera will notify you when creating a new account or contact that already exists. A “Similar Accounts” (or "Similar Contacts") warning will pop up on the right side of your Account or Contact creation screen.”

• Duplicate trigger Report an error

  “This happens when there is an exact match on the name of the Account or Contact”

• List view inline editing Report an error

  “A useful tip is to use the inline editing available in the List View to update the name of the non-master account”

2 facts read from this page are not shown because they could not be confirmed on the page as captured.

Scores citing this record

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