I am brand new to CiviCRM and trying to clean up a very messy database. I read the user guide for deduping and merging, and it made it seem like this is a built in feature I should find under contacts, but I do not have that option? Thanks
1 Answer
There is a CMS (e.g. drupal/wordpress) permission for CiviCRM: merge duplicate contacts and you also need "Delete contacts" permission. Does your user account have those permissions?
Also try it with a search for contacts, and then from the Actions dropdown on the results page there is an option to merge contacts.
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Thanks! I am an administrator so do have both those permissions on my account, but I still don't see the menu option "Contacts > Find and Merge Duplicate Contacts". I was able to see the merge contacts options from the search results page.– erinSep 13, 2022 at 16:25
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Ok interesting. If you directly visit
/civicrm/contact/deduperulesand you're able to see it, then possibly someone has just removed the menu entry. You can check that at Administer - Customize - Navigation.– DemeritSep 13, 2022 at 17:21 -
So I am able to see the rules when I go directly to that url. When I go to the navigation I see the find and merge duplicates listed under contacts, but it still doesn't show in my menu. Very strange - can I share an image on here?– erinSep 13, 2022 at 18:49
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2Figured it out - the permission on the menu item had 2 Civi permissions using the OR operator. When I switched it to AND operator, I can now see the "Find and Merge Duplicates" menu item!– erinSep 13, 2022 at 19:05
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Glad you figured it out! Although that sounds backwards doesn't it? If you can see it with AND you should see it with OR. Maybe saving it cleared a cache glitch?– DemeritSep 13, 2022 at 19:29