Merging records across users with a custom rule
We were presented with a situation where User A with Role A was assigned to perform the merge of User B's records with Role B.
The scenario is:
-The roles are at the same level of hierarchy.
-Records are in private mode.
-Created a custom rule that allows Role A to read and edit Role B's records.
-Role A has permissions to handle duplicates and merge.
The problem is when user A tries to merge the duplicate records of user B.
Vtiger tries to do the merge but in the end the duplicate records are still displayed.
It seems to us that Vtiger could show some information about it, since we checked and it seems that the origin of the problem is:
- Records are private then,
- It does not allow deleting records of other users (even if the Role "has" permissions) and
- Although the custom rule is present, it only gives read and write permission.
We suggest that the delete option can be added to the read and write options or that the notification appears as to why it cannot be merged.
Does anyone have a solution so that user A can merge?
Greetings