Configure Account Fields

Configure Account Fields in Duplicate Account Management

Fields have a big impact on the duplicate account experience for constituents and staff alike. Fields are used in several ways:

as search parameters,
to determine if an account is a potential duplicate, and
to present data about potential duplicate accounts.

To make these changes, you need to know how to modify field sets.

Configure the Fields Used in Staff View

You can independently change what fields show up in Step 1 and/or Step 2 of the person account duplicate merge process.

Create one (or two) Account field sets that contain the field(s) you want to display in each step.
From Setup | Installed Packages, locate Nimble AMS and click Configure.
Under General Settings, to change the fields displayed in:
1. Step 1. Select the records to merge, click Merge Account Additional Select Fields and select the Account field set you created earlier.
2. Step 2. Select the values to retain, click Merge Account Additional Compare Fields and select the Account field set you created earlier
Click Save.

Configure the Fields Used in Community Hub

As an administrator, you can independently modify which Account fields are used for duplicate management in various Community Hub pages by updating the Account field sets specified in the table below.

For This Type of Account	For this Page	To change the fields that...	Edit this Account field set	Notes
Person Accounts (Individuals)	Create Account	...constituents fill out during account creation.	`NC__MyContactInformation`	The Create Account page presents fields that a user may or may not fill out (depending on whether you made fields required or not). This is the default field set used. Your org may have customized the `Create Account` page to use a different field set or additional field sets. Go to the `Create Account` page on the Pages tab to determine if different field sets are used, in which case you would want to update those.
Person Accounts (Individuals)	Create Account	...display about each potential duplicate.	`NC__IndividualMatchingAccounts`	After submitting the Create Account page, it presents field values about potential duplicates if any are found. We recommend keeping this to a minimum and only revealing enough information to help a constituent determine if one of the accounts is in fact them. By default, only the Last Name and Mailing Postal Code is displayed.
Person Accounts (Individuals)	Add Individual	...display about each search result.	`NC__IndividualSearchResults`	Administrators can customize the fields displayed in the search results when company managers search for duplicate individuals on the Add Individual page.
Person Accounts (Individuals)	Add Individual	...are available as search parameters.	`NC__IndividualSearchInformation`	Administrators can customize the fields company managers can use to search for duplicate individuals on the Add Individual page to ensure the individual doesn't already exist in their roster.
Person Accounts (Individuals)	Create Account and Add Individual	...determine which person accounts are considered a duplicate. This only applies if you are using the ContainsDupeService2 or DupeService duplicate services for Community Hub. Not sure? Duplicate Services Available in Community Hub. Using DatacloudDupeService instead? The fields in your person account matching rule determine which accounts are duplicates. Learn how to Configure Matching and Duplicate Account Rules	`NC__IndividualCreateAccountDupeCheck`	Administrators can customize the fields checked against when constituents search for duplicate individuals on the Create Account page and when company managers search for duplicate individuals on the Add Individual page.
Business Accounts (Companies)	Add Affiliation	...display about each search result.	`NC__CompanySearchResults`	Administrators can customize the fields displayed in the search results when constituents search for duplicate companies on the Add Affiliation page.
Business Accounts (Companies)	Add Affiliation	...determine which business accounts are considered a duplicate. This only applies if you are using the ContainsDupeService2 or DupeService duplicate services for Community Hub. Not sure? Duplicate Services Available in Community Hub. Using DatacloudDupeService instead? The fields in your business account matching rule determine which accounts are duplicates. Learn how to Configure Matching and Duplicate Account Rules	`NC__CompanySearchInformation`	Administrators can customize the fields displayed and checked against when constituents are searching for duplicate companies on the Add Affiliation page.