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Forum Posts

List of Account Names - how to exclude records in ProperCase

Hi all - I have a list of account names. Some of them are in ALL CAPS and some are in "proper case". I plan on running a Modify scenario to fix those in all caps and bring them down to proper case. Some of these are fine the way they are (already pro...

bhare1357 by Frequent Contributor
  • 1220 Views
  • 1 replies
  • 0 likes

Resolved! Multiple Cross-Field Matchings?

Hey there -I am trying to figure out a way to use cross-field matching to look for both the phone number and emails fields across multiple different fields in the same search query, so look across two different phone fields as well as two different e...

MDonovan by Explorer
  • 1689 Views
  • 1 replies
  • 1 likes

Resolved! Tune - Select All

Hi all, I had used the Select All box on previous versions of Tune . But it is now no longer available. Are there any options to select all records within Tune now ? 

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Scott_F by Enthusiast
  • 2928 Views
  • 3 replies
  • 2 likes

Master ID

Hi,The company I work for has previously developed various scenarios, rule sets and field rules for use in our deduplication process in an older version of DemandTools. Most of these scenarios have been migrated and/or implemented in the most recent ...

FlorianW by Enthusiast
  • 1998 Views
  • 4 replies
  • 4 likes

Managing the Love/Hate Relationship with Data - Webinar!

Love (for Data) is in the air! Join our data experts @Olivia_Validity,  @ajavalidity , and Alex Korpita as they delve into the most common reasons CRM users and admins hate their data, and how to bring back that lovin’ feeling. FEBRUARY 14 | 12PM E...

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Resolved! How to Prioritize 'Prospect' Status in Winning Records in SFDC

Hi Everyone,I need help with a custom field in Salesforce. The field, 'Prospect Life Cycle', has values like 'AQL', 'Dormant', 'SAL', 'Prospect', etc., and is used in both Winning and Non-Winning records.Challenge: If a Non-Winning record is labeled ...

Resolved! Dedupe module: on premise or not

I have not used DemandTools in years and am now back exploring DT V in a trial version. I can see the Dedupe module in my Validity account and have downloaded the on premise DT as well. Do I need both? Can I just use Dedupe in my Validity account or ...

Resolved! Updating Accounts - looking for a "trick"

Hi all - we have a list of accounts in all caps and are updating it to proper case so...VERIZON becomes VerizonHowever, there are some like YMCA OF BOSTON (for example) that we don't want to update - we want it to be YMCA of Boston rather than going ...

bhare1357 by Frequent Contributor
  • 2644 Views
  • 3 replies
  • 5 likes