Managing Duplicate Data
There are several ways to keep your data clean in Gold-Vision.
Click to watch our web clip to see how to manage duplicate data:
Duplicate Checking
When adding or amending an Account or Contact, Gold-Vision can run a duplicate check.
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Your administrator can configure this in the Screen Designer for Accounts and Contacts, by selecting the fields to de-dupe.
To do this go to Settings – open Account or Contact – locate the field – click the Ellipsis Icon – select Configure – click on the Advanced tab – set the De-Duping checks on new and/or existing items.
Duplicate Report
You can run a Report to identify duplicate Accounts and Contacts.
Merging Accounts And Contacts
Duplicate Accounts and Contacts can be merged in the Settings area
For more information please click here.
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You will need to be an Admin to complete this task.
Re-Assigning A Contact To A Different Account
Contacts can easily be moved from one Account to another.
Make Contacts Dormant
You may want to make a Contact dormant rather than deleting them, this can be done from the Actions menu.
Tip
Tip: Dormant contacts can be made live again, by going to the Contacts list and opening the dormant contact.
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