Using Gold-Vision

The Basics

Managing Duplicate Data

There are several ways to keep your data clean in Gold-Vision.

Duplicate Checking

When adding or amending an Account or Contact, Gold-Vision can run a duplicate check. 

Info

Your can configure this in the screen design for Accounts and Contacts, selecting the fields to de-dupe. You need to be an Admin to complete this task.

Potential Duplicates Report

A standard Duplicates Account and Duplicates Contact report is available in the Reports area.

Merging Accounts And Contacts

Duplicate Accounts and Contacts can be merged in the Settings area For more information please click here.

Info

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.

Watch our web clip to see how to manage duplicate data:

Tip

Tip: Dormant contacts can be made live again, by going to the Contacts list and opening the dormant contact.


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