potential duplicates subgrid

Field Preservation Values On Loser Copy Via Workflow Rule

Configuring Complex Field Preservation to Run While AutoMerging Duplicate Sets

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 with Editable Field Chooser Form screenshot

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 Duplicates Subgrid

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