Viewing Merge Analysis on the Master Record.

There is now an option on the Accounts page layout which when selected, will display the most recent and previous Attribute Group updates. This information is only displayed in the Master Record where it is most relevant. The Source Record, if you select this option, will display a message stating this isn’t the Master Record. 

Attribute groups are setup in Settings and determine which fields are updated on the Master Record and by which rule, i.e. Newest, Oldest, Dynamic.

When the Merge jobs are run, the Master Record fields are updated and this information is displayed in the Merge Analysis section so you can see which Source Records the information comes from.

Contact us at hello@clearmdm.com to find out more. 

clearMDM Team

 

Filed under