Account Organizer, Best Practice, How To
Searching and Filtering in the Account Hierarchy is the key functionality to effectively managing accounts with many subsidiaries, locations etc. A hierarchical presentation of an account hierarchy is a better way to get a total view on the structure on an...
Best Practice, DataTrim Dupe Alerts, Featured2, How To
Dupe Alert Filters and how to use them to match and merge subsets of your account, contact or lead data. Why matching Sub-sets of data Starting a deduplication project, or just setting up a matching process for your day to day deduplications, requires a few moments of...
Best Practice, DataTrim Dupe Alerts, How To
Breaking your database into smaller parts, will enable you to clean out your duplicates more effectively and getting it right. This is valid for big deduplications, but recommended for any deduplication. Keep reading if you want to know how… -One bite at a time When...
DataTrim Dupe Alerts, How To
With DataTrim Dupe Alert, Matching and Merging records is NOT limited to being a one-man’s Job. By intelligently segmenting your data into logical parts, you can match and review these parts separately. By involving multiple data-stewards and even end-users, you will...
