Consolidate Records: Master vs Alias
This article provides an overview of how information is prioritized when merging two records.
The master record is the record that is retained, while values for the alias record are merged into the master record.
The addresses and devices (contacts) for the alias record will become associated with the master record, and those addresses/devices will be given a low priority (unless they are inactive, in which case they remain inactive).
Materials, applications, schools, devices, tests, interactions, form/event registrations, etc., are moved to the master record.
The person status of the master record will be updated to match the most advanced status of the two records. For example, person statuses will follow the order: Prospect -> Inquiry -> Applicant. If the master record was a Prospect, and the alias record was an Inquiry, then the master record will be updated to “Inquiry”. If the master record was an Applicant, then it will remain an Applicant even if the alias record was a Prospect.
Any standard/custom field values that already exist on the master record will be retained.
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