Duplicate Search Matching Results-add "Add as New Record and Link as Relationship" button
In the "Duplicate Search Matching Results" window, we often see existing RE constituents who are related to the incoming record. There should be a button that lets us select an existing RE record, create a new RE record for the incoming record, and add the new record as a relationship to the existing record. This would be the "Add as New Record and Link as Relationship" button.
8
votes
Art Bryman
shared this idea