Monthly Archive: July 2016

Jul 17

Matching – with Social CRM dupe check

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DataTrim Dupe Alerts also include the Website, Facebook, LinkedIn, Twitter and Google+ references to better detect duplicates – all by Default. This functionality is already available, all you have to do is to go to the setup and provide field references to where you store your Social CRM data. This feature is of cause also …

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Jul 13

Matching – Cross checking phone numbers

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In salesforce phone numbers are stored in multiple fields, and your contacts don’t always differentiate between an office phone and a mobile. We have often seen that Phone and mobile numbers are mixed around, or realizing that the phone number on one records is the mobile and on the other it is the office number. …

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