Hello,
I am in the process of scheduling account merges for duplicate accounts. When Tess recognizes a potential duplicate, of course some are not actual duplicates. Is there a way to flag the accounts that are not actually duplicates so that on the next scheduled duplicate search, they are not listed again?
Thank you,
Andrew
Unknown said: [...] Is there a way to flag the accounts that are not actually duplicates so that on the next scheduled duplicate search, they are not listed again?
[...] Is there a way to flag the accounts that are not actually duplicates so that on the next scheduled duplicate search, they are not listed again?
Community member Katie Lachance-Duffy has shared her own custom dupe scripts that include the ability to flag non-dupes and eliminate them from future potential dupes. I've incorporated this idea with our custom code here, and found it to be invaluable. I bet if you drop her an e-mail she'd share, as she did with me.
I think her dupe scripts might even be in the shared reports...
Thank you both for your quick responses. We actually use RAMP, and so I will contact them to see if they can use these shared reports.