Note: The ability to merge master data will require you to have the appropriate permissions.
There will be times users create and verify a master name when there is already a duplicate of that verified name. When this occurs you can match, merge and verify this records to maintain the integrity of the information in your system.
Step-by-Step Guide:
Go to Records -> Master Data -> Names
Go to the menu hamburger (on the right) to show filters.
Type in a name or partial name. This step is not mandatory however, it eliminates other records and you see what names you are working with.
In the example in Image 1, note there are two verified names.
Clicking on one of the verified names opens that name record. Note the blue bubble on the right in Image 2 denoting there is one verified match for this record.
Hovering over the blue bubble will display the matching record. You can then take your mouse and click on that matching record (Image 3).
This will open a pop-up window. Here you can choose which name is the Preferred record. Put a check mark in the left or right column box to identify the preferred master name record. Then click the 'Verify' button in the lower right to merge the records (see Image 4).
The system will then import any additional data from the one record into the preferred record (see Image 5). NOTE: WHEN there are conflicts between fields in the two verified records, THEN the system should select data from the preferred name.
Going back to the Table Page, you can see there is now only one verified name.
