Tag Archive: End-User

Jan 23

Dupe Detection Upon Entry

Dupe Detection Upon Entry

DataTrim Dupe Alerts include a function: Dupe Detection Upon Entry which often is overlooked. The built-in search and matching functionality of the Dupe Alert App will at the entry of a new account/contact/lead make a thourough search for duplicates, and notify the user using the Dupe Status element on the account it-self. Notifying the user: …

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Mar 23

Review & Merge : Collaboration

Review Field - Definition

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 improve the effectiveness of your cleaning process and increase your visibility to the cleaning …

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