The actual merge process is started from the Confirm Merge Start form. It proceeds in one of two ways:
Merged records are set to status X for subsequent deletion. They remain on file until the CRM consolidate program is run, typically at the end of the week.
OR
Merged records are permanently deleted, without further prompt or warning.
This form is displayed when you click the Merge button on the Database Cleansing: Step 3 of 4 - Record Locking form. It enables you to initiate the merge, either setting the merged records to status X (for subsequent deletion) or actually deleting them as it goes.
Warning: The Set to X status and Delete buttons both immediately initiate the merge process. To return to the preceding form without merging, click Cancel.
PUSH BUTTONS:
Set to X status: Starts the merge process, the merged records being set to status X for subsequent deletion
Delete: Starts the merge process, the merged records being actually deleted
Cancel: Returns you to the Record Locking form without merging
(help): Displays this help page in a web browser
De-duplication outline process
