Hi everyone,
From my research, this cannot be done - but has anyone figured out a unique way to automate the merges of two or more records in RE NXT via the SKY API / Power Automate?
- I know with the SKY API, I can identify, document in SharePoint which records need to be merged, and provide a link to their RE NXT pages - but the actual merging cannot be done through the SKY API, correct?
- I searched these forums too and found no discussion, only merges for mail merge.
Lastly, I found through the documentation that it is possible to automate the marking of who is the Head of Household (HoH) between a spousal relationship.
- Am I correct in this understanding?
- No need to explain how for this process if you feel compelled to do so, I am sure I can figure it out!
Thanks,
Luis Puesan