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admin_functionality:settings:custom_settings

Advanced Settings


Go to 'Settings' and select 'Advanced Settings':

You will now arrive at the Advanced Settings screen where you will have a sub menu on the left hand side of the page:

  • Basic Settings
  • Audit Logs
  • Memo Field Configuration
  • Status Reason
  • Across Entities Merge Approach
  • Custom Transform Library Configuration
  • Related Entities
  • Entity Configuration
  • Auto Exact & Merge
  • Refresh Metadata


Basic Settings

Notifications

  • Auto Promote After Match Alert: When creating a session, if you do not check the option for “Do you want to run auto promote immediately after the session is match?” then you will be asked if you are certain.

Set Parent Attribute (Dynamics ONLY)

This section is where you can configure which attribute will be used when linking duplicate records rather than merging them. This can be set for both the Account and Contact Entities. By default these are set to the ParentAccountID and ParentCustomerID.

Note: DQ for Dynamics will only display editable attributes.


Suppressed Record Review

After creating any session, record pairs are identified which are already marked as suppressed in previous sessions and assigned with different review status in the session result table. Suppression settings are used to show/hide the permanently suppressed records with the help of options below:

  • Hide Permanently Suppressed Records: If selected, the Permanently Suppressed records will not be shown in the Group Review Screen. Please note - you are still able to see the Permanently Suppressed Records in the Groups Listing Screen.
  • Show Permanently Suppressed Records: If selected, the Permanently Suppressed records will be shown in the Group Listing and Group Review Screen (in collapsed mode).
  • Conditionally Hide Permanently Suppressed Records: If selected, the Permanently Suppressed records will not be shown for the Groups in the Group Review Screen if at least one duplicate is available to review with Master; otherwise Permanently Suppressed records will be shown in the Review screen in collapsed mode.

Please Note – The settings in this module will not be applicable for Temporarily Suppressed records. Temporarily Suppressed records will always be shown in a collapsed mode on the Group Review screen.


Inactive Record Review

  • Hide Inactive Records - The DQ for Dynamics Review Screen will NOT show inactive CRM records.
  • Show Inactive Records - The DQ for Dynamics Review Screen WILL show inactive CRM records.
  • Show Merged/Linked/Skipped Automatically/Skipped Supressed Groups - The DQ for Dynamics Review Screen will merged, linked, skipped and suppressed records.

Audit Log (Dynamics ONLY)

The Audit log sections allows users to perform two functions:

  • Configure what information is logged in the DQ for Dynamics Audit Logs
  • Select the user to be shown in the CRM Audit history as a reviewer


Audit Log Settings (Dynamics ONLY)

There are 3 options to choose from:

  • No Logs: If selected, logs won’t be added for the records auto filling in CRM. By default, this option is selected.
  • Only Winning Records Logs: If selected, logs will be added for auto filling in CRM only for the winning duplicate records.
  • All Records Logs: If selected, logs will be added for auto filling in CRM for both the winning duplicate records and respective losing duplicate records.

Only Winning Records Logging Example

Record Title Attribute Name Master Original Value Value From Duplicate Status CreatedOn
Dupe No.1 City 3 River Three River Winner 01-01-0000
Dupe No.1 Email abc@Example.com aba@Example.com Winner 01-01-0000

All Record Logging Example

Record Title Attribute Name Master Original Value Value From Duplicate Status CreatedOn
Dupe No.1 City 3 River Three River Winner 01-01-0000
Dupe No.2 City 3 River Thri River Loser 01-01-0000
Dupe No.3 City 3 River Three Rivers Loser 01-01-0000
Dupe No.1 Email abc@Example.com aba@Example.com Winner 01-01-0000
Dupe No.2 Email abc@Example.com def@Example.com Loser 01-01-0000
Dupe No.3 Email abc@Example.com ghi@Example.com Loser 01-01-0000

Audit History (Dynamics Only)

Select the user to be shown on the CRM Audit Logs:

  • Admin User (Primary) - this is the user account that connects your CRM instance with our DQ for Dynamics application (Superadmin user)
  • Logged in User - Current logged in Microsoft user account

Note: For a Guide on how to install the our Audit Log Functionality. Please see our Audit Log Guide


Memo Field Configuration (Dynamics ONLY)

Memo Field Configuration Settings can be used to define how the Memo Fields within Entities (Account, Contact and Leads etc.) will be changed/updated upon merging of duplicate records. You can chose whether to have the Memo Field 'Replaced' or 'Appended' or 'Prepended' or whether you would like to have these 3 options pop-up as a prompt within the duplicate review screen.

After clicking on ‘Memo Field Configuration’, you will navigate to the screen below:

Select Entity: Select the Entity from the drop-down to set the Memo field configuration.

Display Attributes By: You can toggle the list of attributes of the selected entity either by:

  • Display Name
  • Schema Name

Entity Attributes: As per the entity selected, all the related attributes populate here. You can drag and drop the attributes from here to the Memo fields section. You can sort the attributes in ASC or DESC order.

Mouse hover on the 'Attribute Icon' you will be able to view the name of type of attribute.

If attributes are listed by ‘Display Name’, mouse hover on the Attribute Name you will able to see the ‘Schema Name’ for the respective attribute and vice-versa.

You can search the required Attribute/Rule Option from the list by using Keyword Search feature. Please note - if the attributes are listed by ‘Display Name’, you can search only by the keywords for ‘Display Name’ and not by the keywords for ‘Schema Name’ and vice-versa

Default Action: The rules dragged in this section are listed here with the following information:

  • Show options while reviewing
  • Replace Target
  • Append to Target
  • Prepend to Target


Status Reason (Dynamics ONLY)

During a cross entity dedupe, what status would you like to set for lead records upon a merge? From this screen you can set the ‘Status Reason’ for records from the Account, Contact & Lead entities when records are deactivated/qualified/disqualified.

Adding a new Status Reason: You can add a new status reason by clicking on the plus sign in the top right hand corner.

after which you will get:

From this screen you will be able to define the status reason relating to a specific entity.

Single Entity

  • Entity - Account/Contact/Lead
  • Status Reason
    • Account - Inactive
    • Contact - Inactive
    • Lead - Lost/Cannot Contact/No longer Contacted/Cancelled

Cross Entity

  • Source Entity - Lead
  • Target Entity - Account or Contact
  • Merge Action - This is the action you will perform on the lead record:
    • Qualify
    • Disqualify
  • Status Reason
    • Lead - Lost/Cannot Contact/No longer Contacted/Cancelled

NOTE: Custom Status Reasons can be added by editing the status reason picklist values.


Across Entity Approach (Dynamics ONLY)

The Across Entity Merge Approach settings give you the ability to choose which approach to take when dealing with matches, we have added the following options: For Lead to account merging we are providing two approaches:

1. Link to Account
2. Link to Account, Merge & Deactivate

For Lead to Contact merging we are providing four approaches:

1. Link to Contact
2. Link to Contact, Merge & Deactivate
3. Link to Contact & Account of the Contact
4. Link to Contact & Account of the Contact, Merge, Deactivate

To edit your chosen approach simply double click the row you would like to edit, then choose your desired approach. Lead to Account:

  • Link to Account - On selection of this approach, Lead record will get linked with Master Account record using parent account. Also note other duplicate accounts will also get merged with Master account and then be given the status of inactive.
  • Link to Account, Merge & Deactivate - On selection of this approach, New Account gets created, old master account record get merged with new account record then Master record gets linked with Lead using parent account. After that newly created account will get deactivate. Also note other duplicate contacts will also get merged with Master Contact and then get inactive.

Lead to Contact:

  • Link to Contact - On selection of this approach, Lead record will get linked with Master Contact record using parent contact. Also note other duplicate contacts will also get merged with Master Contact and then get inactive.
  • Link to Contact, Merge & Deactivate - On selection of this approach, New Contact gets created, old master contact record get merged with new contact record then Master record gets linked with Lead using parent contact. After that newly created account will get deactivate. Also note other duplicate contacts will also get merged with Master Contact and then get inactive.
  • Link to Contact & Account of the Contact– It will be same as approach [I] only the difference is Lead will get linked to master (contact) as well as account related to that contact.
  • Link to Contact & Account of the Contact, Merge, Deactivate - It will be same as approach [ II ] only the difference is Lead will get linked to master (contact) as well as account related to that contact.

Custom Transform Library Configuration

This section is used to define the list of transforms under particular categories. After clicking on ‘Custom Transform Library Configuration’ under 'Advanced Settings', you will navigate to the screen below:

Categories: Display the list of all the default and user added Custom Transform Libraries in ASC order by default. You can edit the library by expanding the groups and altering the existing libraries, or creating new custom transform libraries.

Example - 'Mickey Mouse' will now transform to 'MM' when this category is selected in the match transformations (step 3).

In order to add new transformations or create a new custom transformation folder then follow the following steps:

New Transformation: Please click on the plus icon where you can select and existing folder and then add your transformation values.

New Transformation Group: Please click on the folder icon. you will receive a pop up where you can add a new transformation category.

NOTE: Please remember to save before exiting the page.


This section allows you to enable related entities to display within DQ for Dynamics. This is to prevent loading of entities which are not being used in matching, merging or re-parenting.

First, select your primary entity in the ‘select entity’ section at the top of the page. From here, you will load all the tables relating to your selected table

There are four columns to consider when including related entities; Post merge, Display Settings, Match, Reparenting. Below are their technical descriptions.

Include for Post Merge Configuration: This section allows you to tag related tables that you would like to include for deduplication after a merge has taken place. Once tagged, the entity will then display in the *Post Merge* configuration. Please follow the remaining configuration steps here.

Include for Display Setting Configuration: This section allows you to enable related tables for display on the DQ for Dynamics Review Screen. Please refer to Display and Auto Fill to understand the final configuration steps.

Include for Match: This section allows you to include fields from related tables when matching on your primary table. For example, you may want to find duplicate contacts by matching from a custom email table. Therefore, you would want to include the email field from the email table to define whether a contact was duplicated. Please see the following section for final related entity matching configuration. A detailed guide on related entity matching can be found here.

Include for Reparenting: This section allows you to tag the tables you would like to include for re-parenting when merging custom entities. Unlike mergeable entities, custom entities will not automatically reassign related entities to the master record. For example – when you merge opportunities (a custom entity), any phone calls or notes relating to the duplicated opportunity will need to be re-assigned to the master (surviving opportunity) by checking that related entity under the Include for Reparenting column.

WARNING: If these related tables are not tagged prior to merging, related entities may become orphaned when custom entities become merged. Make sure any relevant related entities are tagged before merging.


Entity Configuration

This page allows you to set default values to specific fields of non-mergeable duplicate records when running sessions on mergeable entities. When a duplicate non-mergeable record is identified, this page will allow you to select specific fields which you would like to change when 'deactivating' the duplicate non-mergeable record.

For example, when merging duplicate Accounts, these rules will decide the default fields (such as Est. Revenue, Status etc.) of any identified duplicate opportunities, as they are unable to be merged.

A direct link to this page can be found within Custom Entity Configuration.


Auto Exact & Merge Rules

This section allows you to select whether you enable the ability for users to automatically merge identical record in the Account/Contact or Lead entity.

Please select the entity and then activate/deactivate the rules as relevant. By default these will be activated.


Refresh Metadata

This setting has no dedicated page. This screen is used to interrogate CRM attributes and update any changes. Selecting the metadata refresh will pop this screen:

Note: This may take 2 to 3 minutes.

admin_functionality/settings/custom_settings.txt · Last modified: 2024/04/25 13:10 by ben.gilbey