![]() Cloudingo imports can use existing dedupe filters.Exclude Import Records: Choose this option if the rule should be accessible for import jobs.Enable: All filters are enabled by default.Description Name (optional): Give a brief description of the filter.Filter Name: Give the filter a descriptive name.After saving this change, the filter results will always use the specified rule. Custom rules can be created and associated to the filter in this step as well.If the same rule will be used for all merges, configure and use the Default rule to apply to all filters. ![]() Cloudingo uses the default automation rule on all filters unless specified otherwise.Rule to Merge Records: Assign the merge ruleto be applied to the filter.This is not editable if editing an existing filter. Object Type: Choose the object for the filter being created.At least one additional matching field is required in Step 2.When building a cross-match field filter, specify the fields to be cross-examined in Step 1 of the filter configuration.Cross-Matching Merge: Create a merge filter that checks two different fields against each other to find duplicate matches.Merge: Create a merge filter across the same object using same field comparisons.Filter Operation: Choose the filter operation.Choose 'Edit' from a specific filter’s menu option to edit an existing filter.Choose 'Create New Filter' to build a new filter.The top header options will sort the filters displayed by object (Lead, Account, Person Account, or Contact), or choose ' All' to view all filters for all objects on one page. ![]() Or choose the ‘ Tools’ → ‘ Dedupe’ → ‘ Filters’ option from the left-hand-side navigation window.
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