Merge Rules

In this two part video series we will review the topic of Merge Rules, which help you automate the process of merging records. You can find Merge rules under the Supervisor module.   

Master Record Rules

In this video we will focus on the Master Record rule which select the surviving record when two or more duplicate records are merged.

Field Value Rules

In this video, we will focus on Field Value rules which automate how data values are preserved in the Master Record during a merge process.  These types of rules may be as simple as populating an empty field in the master record, or a set of complex  if then scenarios and data transformations.