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Constituent Merge Process Page

Each merge process you add to the system has a page you can access to manage the process and view status. Each page contains multiple tabs on which you can preview the source and target constituents to be merged during the next run, view the status of the most recent process run, and view the history of previous process runs. Additionally, if you have the required system role, you can access the Job Schedules tab to schedule the duplicate search processes to run automatically.

To access a merge process page, from Constituents, click Constituent merge. On the Merge processes tab, select the process to view and click Go to process. The selected merge process page appears. The top half of the page contains the parameters and properties for the constituent merge process while the bottom half contains tabs you can access.

Preview Constituents to Merge

View Merge Process Status

View Merge Process History

Configure Merge Process Job Schedules

Generate a Windows Scripting File for a Constituent Merge Process

Create a Task for a Constituent Merge Process