SugarCRM User GroupTopic: Merging Duplicates and Cleaner Data
EntryJuly 16th, 2013
About Epicom
- Off-site backup- HIPAA and PCI compliant
- Requirements gathering, documentation, and design- Data Migration & Mapping
Agenda
• News and Announcements
• SugarCRM Training on Merging Duplicates
• Tour of ActivePrime for Cleaner Data
• Q & A
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
SugarCRM TrainingMerging Duplicates
Active Prime
• Instantly catch duplicates before they are created
• Quickly identifies and categorizes duplicates for easy resolution
• Integration with SugarCRM– ActivePrime Search– CleanEnter– CleanCRM
Clean Search
Clean Data Entry
Clean Data Entry
Clean Data Entry
Clean CRM – Select Module
Clean CRM – Select From Reports
Clean CRM – Define Merge Rules
Clean CRM – Match Settings
Clean CRM – Choose Display Fields
Clean CRM – Categorized Report
Clean CRM – Categorized Report
Clean CRM – Categorized Report
