Duplicate Merge Manager allows you to merge multiple duplicate records under one ID that is selected as the Retain ID. Duplicate Merge Manager locates all potential duplicate records and organizes them into duplicate groups. You can manage these groups to determine which Name and Name_Address records to retain, which records to merge into the retained records, and which records to delete. After you have managed the groups, you can run merge or delete the selected records.
Duplicate Merge Manager performs the following procedures:
■ Deletes the records marked for deletion.
■ Copies into the Retain ID the subordinate records that are marked for merging.
■ Assigns the correct addresses to the Retain ID.
Important: DMM will not merge any data from .NET tables (other than ContactMain and UserMain). Merging contact records that have associated .NET records may result in orphaned records. Examples include (but not limited to):
■ DocumentMain.CreatedByUserKey
■ DocumentMain.UpdatedByUserKey
■ GroupMain.MemberContactKey
Requirements
■ Make sure to add the Duplicate Merge Manager license key to the System Setup window.
■ Make sure to grant sufficient access control. See Access control: Customers in the Security Administration section.
Duplicate Merge Manager terms
The following is a list of terms used with DMM.
■ Duplicate Match Key — Parameter used to check for duplicate records.
■ Group — When potential duplicate records are found, they are organized into groups to manage the records.
■ Retain ID — ID of the customer record to be retained from the selected group.
■ IDs to Merge — List of IDs to be merged and then deleted.
■ IDs to Delete — List of IDs to be deleted.
■ IDs to Keep — List of IDs to keep “as is” (these are not duplicate records).