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1
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2
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- Components
- Included in the c360 Core Productivity Pack
- Compatible with Microsoft CRM 3.0
- Functionality
- Compares against Lead, Contact and Account records, using concept of
‘individual’ (i.e. Lead or Contact) and ‘organizational’ (i.e. Lead or
Account) records to intelligently determine where duplicates exist
- Implements match code technology for rapid detection and display of
potential duplicates as users are inserting and updating CRM records
- Allows administrators to define up to 5 match codes per record type
(individual/organizational)
- Allows use of partial string, entire field and sound matching (Soundex)
comparison options when configuring match codes
- Includes scheduled process for nightly detection of duplicates
- Includes a Potential Duplicates Queue where users can review potential
duplicates that have been identified by the scheduled duplicate
detection process
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3
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4
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5
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6
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7
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8
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9
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10
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11
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12
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13
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14
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15
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Notes
