by Dreamer Technologies

Find the duplicate records by names, anyphones, and email-address from the modules like Account, Contacts, Leads. This addon helps you to quickly find and merge the duplicate records in CRM

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Data cleansing or data cleaning is the process of detecting and correcting (or removing) duplicate or inaccurate records from the database and refers to identifying incomplete, incorrect, inaccurate data and then modifying, or merging the coarse data.

Find duplicate records easily and Proper Data Organize

Duplicate rows can cause all sorts of problems with your data analysis. Its hard to properly segment your customers by size when the sales data is spread between multiple duplicates, hiding their true purchase volume.

That’s why we recommend using this addon, which is designed to help you quickly find and merge duplicate records.

How to find duplicates

Goto the administrator panel and click on Check the Duplicate records. It will show the filter for for searching the duplicate records. Select the module and field then Click on Seach. [ below image searched the duplicates on Leads > Email address ]

DuplicateLeads.png

Merge the Duplicate Records

Once you get the list of records then click on checkbox of particular records for merging. You can also go to that particular record on clicking on Name link.

Merging.png

Just Click on the Merge Records button so it will redirect to CRM Merge records layout.

MergeRecords.png

Contact us

Email - info@dreamertechs.com
Skype - dreamertechs

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