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...
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.
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...
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
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...
