Data
How field values survive when stewards merge duplicate masters.
Where to find it: Left menu → Data Management → Survivorship Policies
Step 1
Left menu → Data Management → Survivorship Policies. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Prefer complete for partners and items. Keep field priority for tax ID / SKU / name.
Step 3
After merge, the survivor should keep non-empty critical fields from both sides.
Yes. Survivorship Policies is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Skips automatic field fill. The chosen survivor stays as-is.
