CRM Phase 2 - Flipbook - Page 107
STEP
PROCESS
STEP 1
From CRM Menu, Reports & Enquiries, Database Cleansing
STEP 2
Select De duplication utility
STEP 3
From the toolbar select Companies, Customer, Vehicles icon, depending on which type of record
is to be deduplicated.
STEP 4
The Current Filter grid lists the fields that can be used to compare records that could be
duplicates. These fields are included in the grid by default and can be changed by using the
suggest icon from the tool bar.
Click
Suggest
Deduplication utility
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