You are here: Merge Duplicate Constituents > Merge Duplicate Constituents > Constituent Merge Process Page > Preview Constituents to Merge

Preview Constituents to Merge

On the Preview Merge tab of a process record, you can view the constituents that will be merged when the process runs. You can view the target and source constituent of each merge and specify exceptions for the current merge process.

Depending upon the number of duplicate constituents found, the Preview merge tab displays the pairs of constituents as a list. A detail pane appears at the bottom of the tab to show the details of each source and target match pair you select. To hide the detail pane, on the action bar, click the Hide Details button.

Note: By default, the number of constituent matches required for the Preview Merge tab to display the records as a list is 60. If less than 60 matches are returned, the standard non-list view of constituent matches is displayed.

If you are assigned the required system role, from the Preview Merge tab, you can open and view source and target records, mark record matches as “Do not merge” and remove matches from the merge. These actions allow you to fine tune the constituents included in the merge process before you merge the records. The following table provides details about each action you can take when viewing the Preview Merge tab.

Preview merge action

Description

Go to source constituent

To view a selected merge’s source constituent, click Go to source constituent on the action bar. The source constituent page appears. A source constituent is the constituent record from which data merges. If you question whether a record is a duplicate, viewing the source record directly and comparing it with the target can sometimes provide clarification.

Go to target constituent

To view a selected merge’s target constituent, click Go to target constituent on the action bar. The target constituent page appears. A target constituent is the constituent record into which data merges. If you question whether a record is a duplicate, viewing the target record directly and comparing it with the source can sometimes provide clarification.

Do not merge or Merge

To specify that selected constituents must not be merged during the merge process, click Do not merge on the action bar. When the merge process runs, the match is removed from the duplicate search results. If you later decide to merge the constituents, click Merge on the action bar.

Delete match

To remove the selected merge from the process, click Delete match on the action bar. When this process runs, the source and target pair of constituents are not merged. They will, however, be picked up in the next duplicate search.

Go To Source Constituent

Go To Target Constituent

Do Not Merge or Merge

Delete Match