•  Manage records
  •  Record validation
  •  Dynamic fields
    •  Inheritance of dynamic field definitions
•  Creating records
  •  Creating a person scenario
  •  Creating a person record
  •  Creating an organization scenario
  •  Creating an organization record
  •  Enriching records
    •  Enriching a new record
  •  Adding a related record scenario
  •  Adding a related record to an existing record
•  Finding records
  •  Using the search box to find records
  •  Using filtered search to find records
    •  Filter records using filtered search
  •  Search Results page
  •  Filtering search results
  •  Managing saved searches
  •  Exporting search results
    •  Sample exported search results file
•  Editing records
  •  Editing a record scenario
  •  Inapplicable dynamic fields
  •  Editing a record
  •  Editing multiple records sequentially
  •  Editing multiple records in bulk
  •  Delete records
    •  Deleting a master record
    •  Deleting source records
    •  Deleting a record scenario
  •  Restore records
    •  Restoring a master record
    •  Restoring source records
    •  Restoring a record scenario
  •  Viewing the history of records
    •  History page
    •  Change event details
  •  Viewing source record details
  •  Choosing records for the match process
    •  Enabling or disabling source records from matching

Manage records

Choosing records for the match process

HL_Recordvalidation

DYNAMIC_FIELD_DEFINITIONS

ADDING_RECORDS

ADD_PERSON_RECORD

ADD_ORG_RECORD

HL_DATA_ENRICHMENT_CLAIRE_RECOMMENDATIONS

ENRICH_RECORD

FINDING_RECORDS

SEARCH_USING_EXPRESSIONS

FILTERED_SEARCH

HL_FILTERING_SEARCH_RESULTS

EXPORTING_SEARCH_RESULTS

HL_Editingrecords

Delete_Records

Restore_Records

VIEWING_HISTORY