sugarcrm user group on merging duplicates and cleaner data entry
DESCRIPTION
Join your host Epicom to learn how to merge duplicate records, enable fields, and receive best practices for cleaner data entry. The session will include: How to merge duplicate records in Sugar How to enable fields for merging when deduping data Best practices for cleaner data entry and duplicate prevention For additional questions or to learn more about ActivePrime, email [email protected].TRANSCRIPT
SugarCRM User GroupTopic: Merging Duplicates and Cleaner Data
EntryJuly 16th, 2013
About Epicom
- Off-site backup- HIPAA and PCI compliant
- Requirements gathering, documentation, and design- Data Migration & Mapping
Agenda
• News and Announcements
• SugarCRM Training on Merging Duplicates
• Tour of ActivePrime for Cleaner Data
• Q & A
News & Announcements
• QuickBooks Integration for SugarCRM– August 14th @ 10 AM (CST)– Live demo of Epicom’s QuickBooks
integration for SugarCRM. Sync invoices, outstanding balance, days aging, and more.
• Next SugarCRM User Group:– Sept. 19th @ 11:30 AM (CST)
Topic: 3 Steps to Better Campaign and Target List Management
SugarCRM TrainingMerging Duplicates
Active Prime
• Instantly catch duplicates before they are created
• Quickly identifies and categorizes duplicates for easy resolution
• Integration with SugarCRM– ActivePrime Search– CleanEnter– CleanCRM
Clean Search
Clean Data Entry
Clean Data Entry
Clean Data Entry
Clean CRM – Select Module
Clean CRM – Select From Reports
Clean CRM – Define Merge Rules
Clean CRM – Match Settings
Clean CRM – Choose Display Fields
Clean CRM – Categorized Report
Clean CRM – Categorized Report
Clean CRM – Categorized Report
