Validity Customer Community

aragon · 05-17-2023

I am just starting to work in the Demandtools V version. I am working on the Access and cant wait to share results with my team and the business. Hoping this will shed some light on all issues I have been seeing for a long time and we can tackle them...

aragon · 02-28-2023

I have used Demandtools for about 10 years. I look forward to taking some classes and learning about the new version.

Re: Demand Tools New Member · 05-17-2023

I have been using Demandtools for many years and its the best. I also learn something new every day. Good luck using Demandtools.

aragon · 05-17-2023

PowerGrid is my favorite as it gives me ability to change within the view itself and post all changes. This helps me when I receive a list from client making sure we have addresses and phone numbers correct for their locations.

aragon · 05-17-2023

We also use contact roles and the merges will not go through if the contact roles are on both accounts. I dont know of any other way except taking those that error and going to the contact role and removing one of the relationships so it will finally...

aragon · 05-17-2023

I find that using the Object as the first identifier is the best, Department used for and then something specific to set it apart from others. Example: Accounts for Marketing Summer campaign or Accounts for Marketing ?? Record type

aragon · 05-17-2023

Using email address is the best way to start finding those easier duplicates. Showing the account name along with contact information also helps so you can see if you have the duplicates on different accounts. Then have to figure out what is the most...

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Re: Demand Tools New Member

Re: QOTD: What's your go to DemandTools Module?

Re: Merging Duplicate Contacts with Contact Roles

Re: Organization of Scenarios

Re: Best way to match against Contact object for the highest rate of single matches?

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