Matching on Entity Name Before Import
I periodically merge thousands of new records into an existing FM DB. I need to maintain the data by entity (person, company, or committee), so that over time each person will have a variable number of records associated with him/her. My problem is that I don't know an easy way to assign matching or new serial entityID #s to new records without doing a vlookup in EXCEL first to find the entity names matches and associated EntityID#, then manually assign new serial ID#s for new entities, then re-merge the two sets of new records and import into FM. There must be an easier way. Can anyone help?