- In pre-built scenarios, some standard fields have been selected; phone, name, owner id, address information, etc.
- Be sure to select fields that will help determine if the duplicates returned should be merged, e.g. DUNS number, account number,or any internal unique ID's etc. (may or may not be fields chosen to match on)
- Other fields to include are those that will help in the selection of the master record
- To select a field, click the checkbox next to the field
- To remove a field, either un-check the fields checkbox OR highlight the selected field and click delete on the keyboard
- Clear: Removes ALL selected fields
- Fields will be displayed on the results grid in the order in which they were added
- Fields can be dragged and dropped to any position in the list and all other fields will be automatically re-numbered accordingly
- Dropped fields will be placed above the highlighted field
Quick ways to find a desired field:
1. Right click in the list of fields to bring up a Filter field option
2. Type the first letter of a field name to scroll to the first field with that character
