Match-up

When inputting records from the source station, these records are matched up with the records on the target station. By default, records are matched up using the primary key. If records with identical keys are found, the records are merged. If no matching record is found, the record is added to the database.

Aurea CRM saves the modification date and time for each record and each field. When merging records with identical primary keys, these time stamps and the settings in the communication format determine which data is retained, see Conditional Input and Field Properties.

Select View > All Mask Fields and click on (Show last change) to display these time stamps for a record.

Use the Update priority configuration entry to prevent the contents of individual fields from being overwritten by newer contents, see Communication in the CRM.core Administrator Guide. This allows you to prevent data that is synchronized with external systems from being overwritten from data resulting from the communication with branch offices, for example.

You can define specific match-up settings for companies, persons and properties (BTB only) in the communication format, see Match-Up Control. Aurea recommends retaining the default settings (match up by primary key) for the Company, Person, Person in Company and Property (BTB only) info areas and to subsequently merge any duplicate records in Aurea CRM's main module, see Managing Companies and Persons in the Aurea CRM win User Manual.