In the toolbar for the records grid, you can manage matching records for your forms. The plug-in uses business rules for duplicate user criteria to search The Education Edge for records that match the forms in the records grid. For information about the business rules for duplicate user criteria in The Education Edge, see the Configuration Guide.
After you search for matching records, you can view matches, select whether to map data from the form to a matching record, remove the link between a form and a matching record, and manage matching records for relationships. If the plug-in does not find matching records, you can also search the database to create matching relationships between an applicant and a record in The Education Edge.
Warning: When you process a form with matching records, the plug-in updates the existing record’s corresponding fields in The Education Edge with data from the form. For more information about how the plug-in processes matching records, see Process Forms.