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Manual Master Record Selection

• Each duplicate set needs a master record designation in order to be merged (as well as a check mark in their check box)
• There are 3 ways to select a master record
  • Double clicking the pin (of record in duplicate set)
  • Setting up a Custom Merge
  • Application of a Master Rule (how to create a Master Rule)

• Double Clicking the Pin:
  • Double click the pin beside the duplicate record to activate it as the master record, turning the pin green.
    • Gray pins    indicate no record has been selected as master
    • Green pins  indicate that this record has been selected as the master record
    • Red pins      indicate the records that have been selected or determined to be servant records

• Setting up a Custom Merge: 

• Right click on the duplicate key and select "Setup Custom Merge”

• Anywhere from 2 - 100 records may be placed in the custom merge window
• Select the Master Record and double click the field values to retain from the displayed record sets
  • The values that will be retained for the final merged record will be highlighted in yellow
• When the field selections are complete, click the "Accept" button
• The user will be returned to the duplicate grid
• The pins of these records will now be Blue  to indicate that they are a part of a custom merge

• Other Options from the Duplicate Key Right Click Menu:
  • Apply Action to Group:
    • "Check Group": will place check marks in the checkboxes for all records in a single duplicate group
    • "Uncheck Group": will remove marks from the checkboxes for all records in a single duplicate group
    • "Merge Group": will merge the records with a check in their checkbox in a single duplicate group (if three records are in a group and only two are checked, only the checked records will be merged)
  • Apply Rules to Group:
    • will apply the selected rule in the menu to the duplicate group

NOTE:   All merges, whether manual or automatic, will be processed based upon the defined Merge Options listed along the right hand side!! (Click here to learn about the Merge Options)

See also