2 weeks ago
Hi All,
I am new to deduping - so sorry if this might be a super-silly question....
I am currently deduping accounts. Sometimes, we have two or more accounts with the same Name and address but with two different ERP Customer numbers which we need to retain both.
Is there a way how I can tell the system that I don't want to see these matching accounts in the list of results?
Basically, I am trying to set up rules for when accounts should NOT be merged.
Thanks for your help!
Regards, Daniela
2 weeks ago
Not a solution but following. I have ran into this a lot with father/son same-name scenarios. It would be great to have conditions to set for these!
2 weeks ago
Hi @Dani,
Do you still want to see records without an ID and compare them to records that do? If not, you can of course exclude records with information in that field by saying equals blank in the criteria area.
If you're still wanting to compare records with and without, together, but just not merge records that both have information that fields, you'll have to follow multiple steps.
Hope this helps!
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