Automatic transfer
The automatic transfer feature automatically replaces the main person in merge sets, in certain situations. These include:
During Automatic merges: Contracts of both persons will be evaluated prior to the merge. If the suggested person has the Primary contract, that person instead becomes the new main person. Resolution occurs according to the Automatic merge (automatic transfer enabled) scenario.
When Unmerge/replace suggestions would normally be generated, in which there is exactly one person suggested to replace the missing main person. Instead, the suggestion will be automatically resolved according to the Unmerge/replace suggestion resolved by replacing scenario.
In both situations, if there is more than one suggested person, then the automatic transfer feature does nothing.
To get started, Set up automatic transfer.