Hi All,
We are trying to merge two accounts that *should* merge just fine (have gone through the checklist of things that could cause merges to not work), but for some reason it isn't working. When we try to merge them, everything looks as though it worked and no error messages pop up, but then we go back and check and they are still separate accounts. Has anyone encountered this issue or have any ideas of other things we can try?
Thanks,
Chelsea
Do you have an Attribute on one of the accounts that is a Void Merge Attribute? Many orgs place these on records for major donors to keep their records from being mistakenly merged, but sometimes the people doing the merging doesn't know the Attribute exists. You can remove the Attribute, merge the records and then add the Attribute back the next day if that is what is indeed voiding your merges.