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Pugs_Validity

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...

Pugs_Validity · 06-13-2025

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...

Pugs_Validity · 05-06-2025

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...

Pugs_Validity · 11-14-2024

@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...

Pugs_Validity · 11-14-2024

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...

Pugs_Validity

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...

Pugs_Validity

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!

Pugs_Validity

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.

Pugs_Validity · 09-19-2025

Hey @bbrouard - This one stumped me but thanks to a collective effort, mainly @JonG_Validity, we have a solution! I learned something myself in this effort so appreciate the question! DATETIMEVALUE does not translate into a DemandTools Modify formula...

Pugs_Validity · 09-02-2025

@kcournoyer - That's a fun one. This article provides the base instructions of what you'll want to do without the final Import piece. The specifics in your scenario will need to be tweaked as detailed below: For Section 1 - We'll Dedupe the Contact, ...

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Combining field values from multiple non-winning records

Ignoring specific Floors, Units, Apartment, Suites, Rooms & Buildings when Matching Addresses

Importing Records utilizing an External ID located on a Parent Object

Use Case: Using DemandTools To Transform Raw Data

Video: DemandTools Notifications

Re: How to Add Record ID Fields to Activities Created on the Winning Record After Dedupe

Re: Is anyone having issues signing in?

Re: Allow Blank Override

Re: Formula for Date/Time Field

Re: Can demand tools update an Account date field from aggregate of child Contact fields?

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