Name Fields

In the Name to keep field, you select whether to preserve the source’s name field, the target’s name field, or the most complete of the two. For example, if you select “Source’s Name,” the merge task preserves the values of all of the source’s name fields on the target record. You can also select to keep the names from one record if the name fields on the other record are blank. For example, if you select “Target's name” in the Name to keep field, the merge keeps the target’s first and last name and inherits the source’s middle name, as shown below.

  • Values before merge:

    • Source: First name = “John” Middle name = “David” Last name = “Smith”

    • Target: First name = “James” Middle name = [blank] Last name = “Smith”

  • Values after merge:

    • Target: First name = “James” Middle name = “David” Last name = “Smith”

This option applies to these name fields:

First name Maiden name
Last name Nickname
Organization name Title code
Group name Title code 2
Organization name prefix Suffix code
Middle name Suffix code 2