Category Archives: De-duplication

Issue with Lead’s “Add or Find this Company” feature in Sage CRM 2018 R3

Leads, one of the basic component of Sage CRM‘s Sales Module; represents the unqualified/raw information but important details when thought as a new prospect or a new deal for the organization. Sage CRM have Lead module designed in such a way that it exists outside the context of a person or company entity. This is… Read More »

Deduplication on Company Phone and Email Details

Sage CRM gives us the provision to validate the duplicate company records with the help of Deduplication applied on Company Name or other company details, however there is no such standard method to validate Phone or Email details existing in the system. In this blog, I will share a method through which you can apply… Read More »

Make effective De-duplication search in Sage CRM

In Sage CRM there is a feature called De-Duplication which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. You can customize this feature with your condition by adding field. This feature is available for Company, Person and Lead in Sage CRM. New Stuff: Integrate Multiple Sage 500… Read More »

Mass Update Territory in Sage CRM

The “Update Territory” function allows you to simultaneously update same fields in selected records within a group. Due to changes in the business structure such as size, geography, type etc companies are required to change its territory. Then Sage CRM Update Territory function can be used effectively. New Stuff:  Signature in Sage CRM In the… Read More »

Data Upload using Deduplication – Part 2

As you all are familiar, Sage CRM has eased the efforts of data capturing task by providing the feature of Data upload. It has also facilitated to manage or avoid duplicate data with the help of Deduplication feature. But have you ever wished to get a combination of these two features within same job??? New… Read More »