Configuring Complex Field-Preservation When AutoMerging a set of duplicates, our plugin will preserve populated fields from the loser records (Rank≥2) into UN-populated fields on the winner (Rank=1). It will do this for all fields contained in the comma-separated-list in the … Read More
potential duplicates subgrid

Configuring Complex Field Preservation to Run While AutoMerging Duplicate Sets

Potential Duplicates and Editable Field-Chooser Subgrid Web Resource
Potential Duplicates and Editable Field-Chooser Subgrid (Web Resource) A couple months back we announced a new web resource to show end-users the potential duplicates in a subgrid right on the form. That earler version depicts a read-only list of records … Read More

Potential Duplicate Subgrid Read-Only Web Resource
Potential Duplicates Subgrid Web Resource This article describes the read-only version of the Potential Duplicates web resource. See the newer Field-Chooser/Editor version here. Potential Duplicates Subgrid Focus We recently added the ability to show potential duplicates in a grid within … Read More
Announcing the Potential Duplicates Subgrid
Announcing the Potential Duplicates Subgrid We recently added the ability to show potential duplicates in a grid within the CRM Form! Overloading your IT/Analyst person with a massive list of duplicates? Don’t fret – our new Potential Duplicates Subgrid feature … Read More