When opening and editing a record from within the Merge Records Preview screen, the screen does not refresh with the new information once the record is saved and closed. When 'specified criteria' is selected for Merge using on the General tab of the merge records parameter, this issue occurs. However, when 'specific records' is selected for Merge using on the General tab of the merge records parameter, the screen refreshes with the new information.
For example: When opening one of the duplicate Individual records, changing the First Name field from Alex to Alexander, and saving/closing the Individual record, Alex still appears on the Preview screen and does not automatically update to Alexander. This also occurs with address fields.
Do one of the following to refresh the Preview screen and display the updated value(s):
1. Close the Merge Records parameter and re-open it or 2. Select specific records for Merge using (on the General tab of the Merge Records parameter) Note: With this latter option, the user will be required to manually search for and match duplicate records rather than have the program automatically search for and match records.