Catherine JamiesonCatherine Jamieson

  1. 35 votes
    Vote 0 votes Vote Vote
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service

      You'll receive a confirmation email with a link to create a password (optional).

      Signed in as (Sign out)
      You have left! (?) (thinking…)
      started  ·  Keith EvansKeith Evans responded

      Thanks for the comments. We are actively working on this feature and will provide an update in the next few weeks.

      Catherine JamiesonCatherine Jamieson gave this 1 vote  · 
    • 13 votes
      Vote 0 votes Vote Vote
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service

        You'll receive a confirmation email with a link to create a password (optional).

        Signed in as (Sign out)
        You have left! (?) (thinking…)
        Catherine JamiesonCatherine Jamieson gave this 1 vote  · 
      • 42 votes
        Vote 0 votes Vote Vote
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service

          You'll receive a confirmation email with a link to create a password (optional).

          Signed in as (Sign out)
          You have left! (?) (thinking…)
          started  ·  James KayAdminJames Kay (Admin, Workbooks Online) responded

          When importing leads the match option can be selected. Matching on email address will prevent duplicates. Additionally, when you convert a lead you are presented with a screen asking which objects (Person, Organisation, Opportunity) you wish to create. If a similar Person or Organisation already exists they will be displayed in the “duplicate” list.
          Having said that, we are aware of the requirement to merge records. Typos, and the human factor will always have potential to allow duplicates to be created. When this happens a merge would be very handy to merge notes, emails etc onto one record.

          We are implementing a Process Engine solution to deliver similar functionality in a flexible solution. It will be targeted at Sales Lead and People de-duplication.
          (#2537)

          Catherine JamiesonCatherine Jamieson commented  · 

          When uploading leads - have the ability to search for and delete duplicate enteries

          Catherine JamiesonCatherine Jamieson shared this idea and gave it 3 votes  · 
        • 46 votes
          Vote 0 votes Vote Vote
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service

            You'll receive a confirmation email with a link to create a password (optional).

            Signed in as (Sign out)
            You have left! (?) (thinking…)
            started  ·  James KayAdminJames Kay (Admin, Workbooks Online) responded

            This is currently underway and expected in the next release (Q2 2012). You will be able to use filters within landing pages to select large numbers of records and carry out operations including reassignment, deletion and setting values.

            Catherine JamiesonCatherine Jamieson gave this 2 votes  · 

          Knowledge Base and Helpdesk