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.