A common concern we hear with Deduping records is the ability to retain valuable information from the same field across multiple records when merging.
The initial solution for this within DemandTools was the Field Copy Unique Field Rule in Dedupe. Fi...
Our in-house formula wizard @AnthonyValidity has came up with a helpful formula for a use case we've commonly ran into.
If you are matching addresses but need to ignore a specific floor, unit, apartment, suite, room or building that may be listed aft...
The instructions below detail how you can utilize the Import module to insert child objects soley using a external ID located on a parent object.
For this process, we’ll be utilizing the Import module and perform an Upsert operation.This process wil...
@JonG_Validityworked with a customer for an awesome use case we had to share.
Using DemandTools new Formula Template operation, the Import module supports several different ways to transform raw data using out of the box Transform Operations or a For...
If you missed the webinar this morning, take a half hour to learn about DemandTools Notifications in the recording below. As we discuss in the video, this feature is a game changer in being efficient with your data reporting operations for a number o...
Hey @lcmonroe - Interesting to hear this started happening with the most recent version. Thank you for opening a support ticket, that is the best route for these sort of errors if they occur. I'll be sure to follow along and provide any additional as...
Hey @pgalley - There are a couple routes we can take here, Modify is going to be the most efficient. If we Modify the Contact object and do a field to field action of the Owner ID field from the related account to the contact Owner ID field, that'll ...
Hey @Julie - While you can't customize the activity with desired information, you can use Field Rules to accomplish this with a custom field. A setup as shown below, replacing description for a combinable custom field such as Merged ID(s) would resul...
If you have not already, please submit a technical support ticket by emailing support@validity.com so they can investigate the issue further. Thank you!
Hey @brioh - This feature was included in the 5.25.8 release so it has been quite a while since it was rolled out. Please reach out to support@validity.com if you are on DemandTools V version 5.25.8 or later and still not seeing the option.
