One more point to bear in mind is that mDesktop now remembers the input format the last time you imported a file and defaults to that next time. It also preserves other settings that are likely to be standard for your installation e.g. maximum records to compare. This does not mean that it remembers all the changes to settings that you make in the Options screen, as the majority are reset to the standard ones if you change the matching level when you next use the Setup Wizard. This is because many settings are appropriate only to particular files or match levels. If you want to customise particular options for general use, not just for a particular file, then you can do this in the Save/Restore Setup option from the Jobs/Setup menu – you must save your changed options for each match level and nationality of data that you might use.
How does mDesktop handle important default settings that may affect results?
In mDesktop, the Setup Wizard remembers the match level from the last job that you ran i.e. Individual, Business, Family or Household. If however your new file does not contain the right information, then the match level will default to something that is available e.g. if the last job you ran was deduped at Individual level and this file contains company names but no contact names, the match level will be set to Business. This means that if you next load another file with both contact and company names in, the match level will still be set to Business when you get to the end of the Setup Wizard. You should always check what the match level displayed at the end of the wizard is and change it if necessary.