Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 55831

Open proposals on account merge

$
0
0

When merging two accounts is there a system/business rule that indicates one of the accounts cannot have open proposals on it?  I'm merging two accounts and get the error message:  'Active Proposal Error:  These records cannot be merged.  The subordinate record is associated with one or more active quotes.'  

Do I need to close all open/active proposals before merging these records?  If so, why does this business rule exist?  


Viewing all articles
Browse latest Browse all 55831

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>