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Merging Records for SalesLogix v6.2 and Above

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Downloads: 39 File Size: 25.1kB
Posted By: Brianna Tinjum Views: 255
Date Added: Wed, Nov 21 2007

Do you ever look up a contact only to find more than one record for the same contact? If you answered yes, then this workshop is for you!  The ability to take two or more records for the same contact and create one seamless record without losing pertinent information will improve the quality of the data in your system and will help to ensure important information isn’t lost.

  • This workshop will focus on a quick and easy way to Merge contacts on the fly giving the user a more complete picture of contacts

Upon completion of this workshop the user will be able to determine the primary contact and merge the secondary contact information quickly and easily.