SugarCRM User Group on Merging Duplicates and Cleaner Data Entry

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Join your host Epicom to learn how to merge duplicate records, enable fields, and receive best practices for cleaner data entry.

The session will include:

How to merge duplicate records in Sugar
How to enable fields for merging when deduping data
Best practices for cleaner data entry and duplicate prevention

For additional questions or to learn more about ActivePrime, email info@epicom.com.

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SugarCRM User Group on Merging Duplicates and Cleaner Data Entry

  1. 1. SugarCRM User Group Topic: Merging Duplicates and Cleaner Data Entry July 16th, 2013
  2. 2. About Epicom - Off-site backup - HIPAA and PCI compliant - Requirements gathering, documentation, and design - Data Migration & Mapping
  3. 3. Today’s Speakers Aaron Wine Customer Advocate, Epicom aaron@epicom.com Amanda Anderson Marketing Manager, Epicom amanda@epicom.com
  4. 4. Agenda • News and Announcements • SugarCRM Training on Merging Duplicates • Tour of ActivePrime for Cleaner Data • Q & A
  5. 5. News & Announcements • QuickBooks Integration for SugarCRM – August 14th @ 10 AM (CST) – Live demo of Epicom’s QuickBooks integration for SugarCRM. Sync invoices, outstanding balance, days aging, and more. • Next SugarCRM User Group: – Sept. 19th @ 11:30 AM (CST) Topic: 3 Steps to Better Campaign and Target List Management
  6. 6. SugarCRM Training Merging Duplicates
  7. 7. Active Prime • Instantly catch duplicates before they are created • Quickly identifies and categorizes duplicates for easy resolution • Integration with SugarCRM – ActivePrime Search – CleanEnter – CleanCRM
  8. 8. Clean Search
  9. 9. Clean Data Entry
  10. 10. Clean Data Entry
  11. 11. Clean Data Entry
  12. 12. Clean CRM – Select Module
  13. 13. Clean CRM – Select From Reports
  14. 14. Clean CRM – Define Merge Rules
  15. 15. Clean CRM – Match Settings
  16. 16. Clean CRM – Choose Display Fields
  17. 17. Clean CRM – Categorized Report
  18. 18. Clean CRM – Categorized Report
  19. 19. Clean CRM – Categorized Report
  20. 20. info@epicom.com (512) 481-9000 www.epicom.com Follow us on Twitter: @epicomcorp Questions?

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