The merge grid display is customizable to make it easy for you to rapidly work through your duplicate groups.

Sort Menu

The field list display is sortable from the Sort menu at the top right of the merge grid. By selecting Field Ordering and Style from the menu, you can rearrange the order in which fields are displayed with drag-n-drop, field labels can be bolded, and fields can also be hidden to make the display easy to read and relevant to use. You can also customize the order in which the records are displayed using the Record Order option.

Options Menu

Collapse Empty Rows: Rows of fields with no (empty) values can be hidden using this check box. Hiding rows of empty fields enables Cloudingo to display more date within a single screen.

Master Selects Fields: Default master record and field value selections are determined by Automation Rules. When manually merging records, you have total control over the values that get selected. When this check box is selected, and you choose a master record other than the record selected by default, the field values of the new master record will be the chosen values. If this check box is deselected and you choose a master record other than the record selected by default, field values will be chosen according to your Automation Rules.

Run Rules When Record Excluded: If you deselect a record from the group to be merged, only the records selected will be merged. The unchecked record will not merge. The merge preview will choose values from ALL records in view based on your automation rule. If you want the automation rule to re-run after you deselect a record (to exclude that record’s values from pulling into the final record results, choose this setting. This setting must be enabled before you deselect a record in the preview page. Once you deselect the record, all automation  rules will be re-evaluated without the deselected record in the mix.

Column Width: You can define the default column width used in the merge grid display. This function is useful for times when values or column headers might be long and run beyond the viewable space.

Fixed Columns: You can set the number of columns to remain fixed when scrolling. This feature can also be activated by dragging the gray bar that appears to the right of the Merge Preview column.

Fixed Rows: You can set the number of rows to remain fixed when scrolling. This feature can also be activated by dragging the gray bar that appears just below the Select row.

For more information on Manual Merging, please visit our help page here.