Search Results

Search Results

Articles tagged "de-duplicate" returned 20 results.

Page 1 of 2

Duplicate Scoring

...a single duplicate). See Appendix B for duplicate rules. Please see below for examples of de-duplication scoring Duplicate Score Similar company name and matching postcode. Score: 35 Matching website. Score:...

Managing Duplicate Data

...tab – set the De-Duping checks on new and/or existing items. Close modal Duplicate Report You can run a Report to identify duplicate Accounts and Contacts. Close modal Merging Accounts...

Managing your Leads

...are made in the system, Gold-Vision will automatically compare all Lead records for duplicates. Gold-Vision will search all imported Lead lists as well as main Account/Contact records for duplicate matches....

How to manage duplicate data

How to manage duplicate data...

Creating Home Page Dashboards

...affect the original dashboard from which you made the copy. To do this click on Duplicate. Close modal The duplicate Dashboard will display on your Dashboard as CLONED Close modal...

Manage Dashboards

...a dashboard to another tab in your browser. Duplicate Click Duplicate the duplicated Dashboard will display on your Dashboard as CLONED Remove Removes the Dashboard from your screen. Delete To...

Re-Ordering, Duplicating and Delete

...Close modal When you select duplicate, a direct copy of the content or row will appear below. Delete Click on a row click and select the Delete option. Close modal...

Building your Template

...row, there is the option to Duplicate. When you select duplicate, a direct copy of the content or row will appear below: Delete Click on a row click and select...

How to create a drag & drop template

...or row, there is the option to delete or duplicate. When you select duplicate, a direct copy of the content or row will appear below: Close modal Template previews While...

Creating Accounts & Contacts

...Gold-Vision will complete a Validation Check for any duplicate records based on validation settings and will warn the user if a duplicate occurs. Completing the Primary Contact Record If the...