Contacts Orgs Troubleshooting

Symptom: "Organization not found" / "Contact not found" on a record someone else shared

Cause: With access level "own", getById and workspace reads filter strictly to records you created — the record exists but resolves as not-found for you.

Fix: Ask a System Manager to change your contacts/organizations access level to "all", or have the record's creator share the data another way.

Symptom: Merge button disabled or fails

Cause: Merging is gated on the contacts delete action, and merging a contact into itself is rejected outright.

Fix: Use an account with delete/manage rights on contacts (System/Sales Manager), pick two different contacts, and choose which one survives.

Symptom: Creating a contact without a company fails

Cause: The create contract requires a valid organization link (organization id).

Fix: Create or open the organization first, then add the contact under it.

Symptom: Bulk update rejects the selection with "Choose a field to update"

Cause: Contacts bulk update only supports status and contact owner; sending an empty patch is rejected.

Fix: Pick a status or owner in the bulk toolbar before applying. Other fields must be edited per record.

Symptom: Searching a contact by company returns nothing, though the company exists

Cause: Search covers names, full name, email, and company text; if your organizations permission hides the joined organization data, org-based matches are excluded too.

Fix: Search by the contact's own name/email, or get organizations read access to search by company name.

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