CRM Phase 2 - Flipbook - Page 110
STEP 8
STEP 9
Right click in the grid on the record that is to be kept, Select Nominate as master record
Selection
Description
Nominate as master record
Marks the selected record as the master
record (to retain on file) placing the word
master in the line9s status column and
places a tick in the Master field in the
master grid
Drill
Displays a match details window
containing more details. The prime
record is highlighted in green. Fields
with matching data have red
backgrounds.
Show more details
Displays the CRM record for the
selected line.
Remove line from list
Removed the selected record from the
list.
Right click on the other records and select Mark to merge with master
N.B Mark to merge with master record, Marks the record for merging with the master (to
be subsequently deleted), increments the Number to merge in the sub grid and places the
word Merge in the line9s status column.
STEP 10
Click Next
Deduplication utility
02.015.01.L1 9304E
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