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Account Hierarchy Builder = Account Organizer

by Admin | Jun 5, 2014 | Account Organizer, How To, News

Introducing Account Organizer Version 2! New Features and Functions: -Building hierarchies based on Duns Numbers (Dun & Bradstreet) -Creating a Parent Account on the fly -Freezing accounts in your list for additional searches -Enhanced Search capabilities...

Organizing Account using DUNS Numbers

by Admin | Jun 5, 2014 | Account Organizer, Best Practice, How To

With the integration of data from data sources like data.com, or enrichment through external services, many companies store the Duns numbers alongside their account data. The duns number helps provide a unique identifier which allows records to be update regularly and...

DataTrim Dupe Alerts and Account Organizer integration

by Admin | Jun 5, 2014 | Account Organizer, Best Practice, DataTrim Dupe Alerts, How To

The DataTrim Dupe Alerts is a deduplication solution which excels in searching your database to find accounts, contacts and leads which are related and thus potential duplicates. When matching accounts these potential duplicates may in reality be accounts which one...

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