See also:
Record confirmation is the second main stage of the de-duplication process. It includes optionally copying data from your nominated Merge records to update data in your nominated Master record.
Note: This process follows from selecting records containing duplicate data, the Database Cleansing: Step 2 of 4 - [ Company / Customer / Vehicle ] record confirmation form being displayed.
To check your master record against records for merging:
Click the first line in the Records to merge grid on the Database Cleansing: Step 2 of 4 - [Company/Customer/Vehicle] record confirmation form.
Note: The Database Cleansing: Step 2 of 4... form's content (and exact title) depends on whether the duplication search is by company, customer, or vehicle. In other words, depending on whether you selected Merge > Companies, Merge > Customers, or Merge > Vehicles from the menu bar of the Database Cleansing... form 1:
Database Cleansing: Step 2 of 4 - Company record confirmation form
Database Cleansing: Step 2 of 4 - Customer record confirmation form
Database Cleansing: Step 2 of 4 - Vehicle record confirmation form
The record represented by the line is displayed in the Selected record details group box.
Compare the Master record details with the Selected record details and, where necessary, copy data from the latter to the former by clicking the field's blue arrow button 
.
Tip: To see either the master record or the selected merge record in more detail, click either the Master record details CRM button or the Selected record details CRM button, respectively.
The master record is brought as up-to-date as, or more up-to-date than, the selected merge record (represented by the highlighted grid line).
Repeat the above steps for each line in the Records to merge grid.
Tip: To undo your data merging and start over, click the Restore Master button (in the Master record details group box) BEFORE clicking the Next button, then return to step 1.
The master record is brought as up-to-date as, or more up-to-date than, all merge records in your selection.
Click the Next button.
Autoline locks the records and displays the Database Cleansing: Step 3 of 4 - Record Locking form, listing files containing matching data and the company, module, and number of records affected by the lock.
Tip: If you are reading this page to familiarize yourself with the process, you can return to the outline process page.
De-duplication outline process
