Summary:

How to add more fields to a dedupe search screen. This example covers the Company entity.

Resolution:

To add more fields to the Company Dedupe Search screen:

  1. Go to Administration | Customisation | Company.
  2. Select the screens tab at the top.
  3. Click the Company Dedupe Search Screen hyperlink.
  4. In the Properties panel, select the field you would like to add to the screen from the Field drop-down list, then click Add.
  5. Repeat for any more fields you would like to add.
  6. Click Save.
  7. To set match rules for any new fields you have added, go to Administration | Data Management | Match Rules, select the Company radio button and click Continue.
  8. Click New.
  9. Select the field you have added from the Match Field drop-down list.
  10. Select the dedupe rule you want from the Match Type drop-down list.
  11. Click Save.
  12. The next time you enter a new company into the system, the new field will appear on the Company Dedupe Search screen.

More info:

The Person dedupe screen can be edited in the same way.