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Merge rules

Full control over which values win in a merge

Merge rules engine

Merge rules is a powerful function that allow you to take full control over which values win or lose in a merge. Merge rules can be set for each search pad or for all search pads.

Set rules for Primary Record

Choose which record will become or remain your primary by selecting "ID (Primary Record)" in the "Affected Field" dropdown. 

Preview merge rules

Test if you set your merge rules correctly by going to a search pad. Field values in italics and bold indicate that they are pre-selected by one or more of your merge rules.