After you preview the merge of duplicate records, review the child records and their descendant records in the
Matching Records
view. Select a record from the target record. You can select one or more duplicate records to merge with the target record.
As you work with the child records, you might find data that makes you decide that a record is not a duplicate after all. You can return to the Overview screen and clear the check box for that record. The merge preview process regenerates the Merge Preview. The merge preview process keeps any manual merges that you created among the records in the remaining records. If a manual merge contained records from the removed record, those records are removed from the manual merge.
In the
Navigate
tab, expand a node and select a child record from the target record.
The grid changes. The second column contains the selected child record, which is the target record. The remaining columns display the sibling records.
If a pending icon appears in the column header for the target record, the record is in the pending state and cannot participate in a merge process. Select a different record as the target record.
For example, you might see multiple telephone numbers for the target record plus all the telephone numbers that belong to the duplicate records.
If you see a sibling record that is a duplicate of the target record, select the check box in the column header. You can select more than one record.
If a pending icon is shown instead of the check box, the record is in the pending state and cannot be selected for a merge.
The
Merge Preview
column shows the result of merging the target record with the duplicate records.
Repeat the process on the remaining child records. Optionally, you can perform the same process on descendant records.
Click
Merge
.
In the
Merge Duplicates
dialog box, confirm the merge.
A manual merge request is saved in an internal change list.