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AnthonyValidity · 06-20-2024

Malformed Data often sneaks into our CRMs undetected. In this session we will take a closer look at how to identify malformed data in your CRM and provide an overview of how to use DemandTools for remediation. Check below for some of the Record Sele...

AnthonyValidity · 02-27-2024

Hi All, It was great seeing everyone turn out for our first Identifying Malformed Data webinar! I was excited to show you how to align your search with your Assess module results, but more importantly, find all that dirty data! Here is what I conditi...

AnthonyValidity · 02-20-2024

Hi Everyone,It was a pleasure hosting the Modify: Using Advanced Formulas for Data Standardization webinar today. I hope you all found it useful!I'm going to include all formulas that I used as examples during the session. I will also provide the l...

AnthonyValidity · 11-14-2023

Huge thanks to everyone who attended today's training on Using Formulas for Advanced Data Standardization. Below are a few additional resources that were referenced during the training. Also, I am going to add a comment with samples of the formulas ...

AnthonyValidity · 09-26-2023

Huge thanks to everyone who attended today's training on Using Formulas for Advanced Data Standardization. Below are a few additional resources that were referenced during the training. Also, I am going to add a comment with samples of the formulas ...

AnthonyValidity

Great stuff, @michael-wtds! Love this use case. Thank you for sharing.

AnthonyValidity

Hi @michael-wtds !I'm glad you were able to get this to work. Have you tried the Date Comparison type instead?Date: Allows dates with different formats to be matched and allows matching date to date/time fields (ignores the time). You can check out...

AnthonyValidity

Hi @michael-wtds , You're using Modify to try to match records? Can you give me the full use case? Also, what information is contained in the Close Date field? Does it look like this on the backend, YYYY-MM-DD?Best,

AnthonyValidity

Hi @DanielNeufeld ,This feature isn't currently in DupeBlocker but it is under consideration. If you follow the instructions within this article, you can find it and then vote on it.Best,

AnthonyValidity · 03-27-2025

Hey @CRMSarah , I like this formula better by the way if you're going to be using a custom one: IF( ${Suffix} <> "", ${Suffix}, IF( RIGHT(LOWER(TRIM(RegExReplace(${Name}, "[^a-zA-Z ]", ""))), 3) = " jr", "Jr.", IF( RIGHT(LOWER...

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Follow up to Today's Webinar: Identifying Malformed Data

Identifying Malformed Data Training Session Resources

Follow up to "Modify: Using Advanced Formulas for Data Standardization" Webinar

Formula Examples: Using Formulas for Advanced Data Standardization

Formula Examples: Using Formulas for Advanced Data Standardization

Re: Import Matching on Close Date on (MM-YYYY) RegExMatch Formula Help

Re: Matching on Close Date on (MM-YYYY) RegExMatch Formula Help

Re: Matching on Close Date on (MM-YYYY) RegExMatch Formula Help

Re: Is it possible to change the fields in the Dupeblocker Potential Duplicates component?

Re: What does Validity consider a suffix?

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