This blog post follows on from the introduction to the new Feature for OneMerge, Merge Rule Setup. Further information can be found in the previous blog post.
One of the key new features offered, is the ability to be able to create a new Merge Rule within the Merge Rule Setup User Interface.
The following demo provides an overview of how to create a new Merge Rule within OneMerge Free Edition. The pattern is the same in OneMerge Standard and Enterprise Editions.
Test Scenario
- Click on the Merge Rule Setup tab.
- Select the Merge Ruleset dropdown.
- Select Standard Merge Ruleset for Accounts.
- Select New Merge Rule.
- Expand Add fields.
- Select Account Description and add to the Added Section.
- Select Account Description as a required field.
- Set the Priority Logic to Newest by Created Date.
- Click on Save.
When you select the Merge Rule dropdown, the new Merge Rule ‘Account Description’ will be displayed.
To find out more about OneMerge and the new Merge Rule Setup Feature, please contact us at hello@onemerge.co.uk or by using the Contact Us form on the website.