Automated Duplicate Management currently keeps all the information from the master record, which is the record with the most recent activity or most recent creation date. This is good for address information and custom fields, but bad for tracking dates like:
Origin Source
Origin Subsource
Creation Time
Origin Application Type
Origin Referral Type
Area of the Product | Database |
Org/Company Name | Union of Concerned Scientists |
Clients should have the ability to choose on a site-by-site basis how they want to configure the standard merge records and auto-merge. We can't turn auto-merge on because the Member ID, which is the unique key to our offline database, is overwritten in the default merge structure.