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Post Merge Settings

How to Access this feature

To Access this feature please select the 'Post Merge Settings' option in the settings drop down menu.

How to use this feature

Select Entity: Select the one of the following entity to apply the settings for-

  • Account
  • Contact
  • Lead

Related Entities: All the entities displayed to you which are having 1:N relationship with the base entity selected.

  • Toggle List: You will be able to view (i.e. toggle) the list of entities either by ‘Display Name’ or ‘Schema Name’.
  • Sort List: You will also able to sort the listing by ASC or DESC order, by right clicking the column header.
  • Search Entities: You will able to search the entities from the list using keyword search feature, by click the search icon.
admin_functionality/settings/postmergesettings.1552045518.txt.gz · Last modified: 2019/03/08 11:45 by luke.swanton