Best in Class, Account Merge Wizard, Now available!
The DataTrim Account Organizer App has now been enriched with the successful Merge Wizard functionality from DataTrim Dupe Alerts.
You can now, not only Create and Maintain your account hierarchies, but also merge duplicates using the most flexible, yet easy to use Merge Wizard on the market.
The DataTrim Merge Wizard is avaibale for both Lightning and Classic.
With the Account Merge Wizard you can:
- Select values using check boxes
- Edit the records using Inline-editing
- Show only fields where the 2 records have different values
- Guides you to pick the right Master records when you are merging customer portal accounts
- Places the read-only fields at the bottom
Select values using check boxes
Normally when merging records, the values from the record you select as the Master take priority during the merge.
This is often what you want but sometimes you want to keep the address from the dupe, using the check boxes you now get what you want.
Edit the records using Inline-editing
Have you ever experienced that you detect an error on the record while merging, and want to correct it right away, or even keep the alternative note from the dupe, right? This is now possible, by simply copy/paste or manual edit prior to the merge.
Merging Portal Users
Merging accounts which also are Customer Portal accounts (community/partners) can cause a big headache.
If you accidently or deliberately choose the portal account as the Dupe, i.e. the contact which after the merge is deleted, you will also disable the portal account . And there is currently no way to relink the portal account with the surviving account.
So when merging it is important to be aware of this and make the merge decision upon facts.
The DataTrim Merge Wizard will indicate to you if an account is a customer portal account or not.
In fact the merge is aborted if you try to merge the records, and chose the non-portal account as your master.
Have a look at out introduction video, by clicking the video image to the right, to refresh your mind on the potential of the Account Organizer, you might have missed something in one of the previous release.
Get it today
You can upgrade your existing DataTrim Account Organizer app to the most recent directly from the AppExchange:
DataTrim Account Organizer on the AppExchange
The upgrade is Free, and is part of your subscription like all other updates we apply to our packages
How to set it up?
Once you have upgraded to the most recent package version, the New Merge Wizard will automatically be activated.
From the Account Organizer tab, simply do the search, and select 2 accounts to start merging.
Don’t hesitate to reach out to our support team if you run into any questions.