- Customer 360 10.4
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Add records that you want to merge.
Add Candidate. You can search for records and add the records to the view.
Remove records that you do not want to merge.
Actionsmenu, select an option:
Finalize the best version of the truth.
Select the field with the correct value or enter the correct value in the
If you agree with the merge proposals and the task types permits you to approve changes, click
ActiveVOS Servermarks the related Merge people activity as completed and performs the next activity in the process.
If you disagree with the merge proposals, click
Canceland type an explanation in the Comment box. The
ActiveVOS Servernotifies the person who proposed the merge.
If you see other options, then your organization uses a custom business process. If the purpose of the option is not clear and your role permits access to the ActiveVOS console, you can open the process to understand the workflow. Otherwise, contact your MDM administrator.
To ask another person to review the proposed changes, click
Reassign, select the user, and type an explanation in the Comment box. The tasks are reassigned to the selected person.
If this option is not available, close the
More Actions...dialog box. From the
More Actions..., select
Edit, and then select the user from the
To return the tasks to the pool of available tasks, click
Disclaimand type an explanation in the Comment box. Users with the same role can take action on the tasks.
Updated January 30, 2023