Home Page – OneMerge Free Edition

OneMerge Training – Home Page OneMerge Free Edition

This document explains the Home Page feature that can be found when you click on the Home tab. 

The Home Page contains a number of components that provide a snapshot of the current status. The components consist of: 

  • Merge Jobs by Start Time – Also provides a link to a report which will provide the Merge Jobs by Start Time for the Current and Previous Calendar Year. 
  • Merge Job Summary – Also provides a link to a report which will provide the Merge Job Results by Duplicate Rules. 
  • Recently Merged Jobs – Also provdes a link to a report which will provide the Merge Results for Account. 
  • Welcome to OneMerge Free Edition  
  • Getting Started Link to the OneMerge Website 
  • Product Support Link to the OneMerge Website 
  • Training Modules Link to the OneMerge Website 
  • Release Notes Link to the OneMerge Website 
  • Merge Job Status – This displays the status of a Merge Job and whether it has completed.  
  • Merge Ruleset Status – This displays a list of the Merge Rulesets. You can click into each one to identify the status. A Green Merge Ruleset Status tick indicates they are all valid. If it displays an Amber tick then by looking at each one, you can identify where the issue is.  

Example: 

In this example you can see that in the Merge Ruleset for Leads, there is an Error status for the Mobile Rule. The Error tells you that there is missing field level security permissions for this field. 

  • Merge Logs – This will display links to the Merge Logs which provide you with further information regarding the Merge result. 
  • Merge Jobs – This will provide a list of scheduled Merge jobs. 

If you require any assistance , please contact us at support@onemerge.co.uk.

Article last reviewed: 2023-08-30