The CRM De-Dupe Wizard is a built in system for CRM which allows interactive as well as batch mode de-duplication of CRM data. It also fixes various data segments which commonly accumulate erroneous areas where data has not been migrated properly into he system etc.
To create an efficient method of de-duplicating data, an algorithm has been designed around ranking the data in such way that a master and slave model can be achieved around duplicates. This allows for the most suitable candidate within the duplicates to become the master record and all other duplicates to be merged into this data.
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When a company has duplicated records the system identifies the first record as the master record, and each of the duplicated record is first merged into the master record and deleted right after.
The merge is done field by field and this means that if the master record has an empty field e.g. company source while one of the duplicated record has a value for this field, the system will merge its value into the master record.
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