Enable Merge Requests for Accounts and Contacts

The Merge Request Enabled (ZCA_MERGE_REQUEST) profile option specifies whether or not to allow salespeople to perform a merge request action for account and contact records in Workspace. Merging and resolving duplicate records ensures that clean customer data is available.

The predefined value is set to N, which means that salespeople can't create a merge request if they have duplicate records pointing to the same customer. You must set the profile option value to Y if you want salespeople to be able to consolidate those records into one.

Here's how to edit the Merge Request Enabled profile option.

1. In the Setup and Maintenance work area, go to:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Administrator Profile Values

2. From the search region of the Manage Administrator Profile Values page, enter the profile option code name ZCA_MERGE_REQUEST in the Profile Option Code field.

3. Click Search.

4. In the list that's returned, click the profile option code link.

5. Select Y in the Profile Value field to turn on the merge request feature.

6. Click Save and Close.