The duplicate merge feature only presents a contact's name information, global address information, global phone information, and global electronic information. The remainder of the contact information, including folder-specific addresses, phone numbers, and electronic information is merged behind the scenes.
Merge Contact Rules
| Items Shown | Display Rule |
|---|---|
| General Section | |
| Name Fields Available for Merge |
|
| Associated Company | Indicated by the company [building] icon next to the company name. |
| Contact Types | Merge combines all Contact Types on new Merged Contact. |
Scenario: Not all field labels are displayed | Field labels only appear if the possible duplicate or a match contains a value. |
Scenario: "Goes By" label is not displayed | No values are present. Goes By defaults to First Name on the new Merged Contact. |
| Phones and Addresses | |
| Phones and Addresses | 4 groups (Address, Phone, Fax, Email) Grouped by Location Type:
|
| Number of phones/addresses user can select | Business (1) Business2 (1) Alt. Business (3) Home (1) |
Scenario: What happens with additional phones and addresses? | All other phones and addresses will be removed. Information not retained is written to a Retained Data Activity. |
Scenario: Addresses, Phones and Electronic Addresses are shared from the company | They will continue to be shared from the company. Others, the system attempts to find matching phone or address on the associated company and shares it back from the company to the contact. |
Scenario: How is mailing address set? | Mailing Address is set to Business Address. If the contact is associated with a company, the chosen company address becomes the global mailing address. |
| Notes | |
| How are Notes captured for the new Merged Contact? | Notes are concatenated together using Merge Notes (from Data Minder), then contact notes from oldest to newest with a blank line between each note. |
| Additional Fields | |
Scenario: If 2 matching contacts have the same single value additional field populated. | Oldest contact’s (by create date) value is retained |
| If 2 matching contacts have the same multi-value additional field populated with the same value and uniqueness is enforced | Only one value is saved into the multi-value additional field. |
Scenario: If 2 matching contacts have the same multi-value additional field populated with different values | Both values are saved into the multi-value additional field. |
| What happens to data that is not chosen? | Information not retained is written to a Retained Data Activity. |
| Folder Links / Activities / Appointments / Reminders | |
Scenario: What happens to the folder links on the contacts? | All folder links are moved to the new Merged Contact. |
| What happens with Activities/Appointments/Reminders? | All activities/appointments/reminders are associated with the new Merged Contact. |
| What happens to an activity with a matched contact's company included? | If company association is changed, the old company will be on the activity but the person contact will have the new company shown as associated. |
| Folder Flags | |
Scenario: What happens when both matching contacts have a different colored flag in the same folder? | The oldest contact's flag is retained. Information not retained is written to a Retained Data Activity. |
Scenario: The matching contacts are in the same folder that supports flagging and have different colored flags applied. (e.g., one contact has a blue flag while another has a red flag) | The flag for the oldest contact is retained.
|
Scenario: The matching contacts are in the same folder that supports flagging, but one is flagged and one is not. | The flag for the oldest contact is retained. If the oldest contact has no flag, then the merged contact will have no flag. |
| Create / Edit Dates and Users | |
Since the Data Minder merge creates a new contact from other contacts, how are the following fields populated?
| Created Date: The Created Date is the date the merge Created By: Merge — IQ Signature Capture Promote — Current User Edit Date (for all): Today's Date Edited By (for all): Current User Sourced By (for all): User from Oldest Contact |