<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">

Creatio CRM, Creatio updates, Creatio MarketPlace

  |  
3 Min Read

How to clean up duplicates in a Lookup list in Creatio

Keeping your CRM information accurate for better decision results

One of the data maintenance options that needs to be performed at times is to clean up duplicated records in a lookup list like States, Cities, and so forth. This is especially important to do after you have imported data which may fill lookups will all values from your migrated source. 

One of the new features of version 7.14.3 is a new Lookup action to merge selected records.

Select "System Designer" then from System setup, click on "Lookups"

system setup lookups

Search for the lookup to clean up, such as "Cities".  This lookup of city shows two lookup records for the same city and state that need to be merged.

Lookup-Merging-bpmonline

 

Select Actions ->Select multiple records.

Lookup-actions-select-multiple

Click on the records you want to merge.

merge-selection

 

Next under Actions it will show the number of selected records.  Under Actions select "Merge records"

Merge-records-action

Soon after the Creatio process to merge is completed the user will be notified in the communications panel:

Notification-merging-done


 

Looking for other helpful tools.  Let's start a conversation.

Select

Topics:   Creatio CRM Creatio updates Creatio MarketPlace

Creatio CRM Major Update 7.17

Creatio 7.17 major release continues the strategy to provide advanced capabilities to accelerate your sales, service, and marketing processes. Creatio introduced a major update to its low-code ...
Picture of Dick Wooden Dick Wooden 3 Min Read

Effective tools to easily audit changes in Creatio

It is important to know when key data is changed Depending our you business model there are times when it is extremely important to know when key data changes in Creatio.  It may be the type of an ...
Picture of Dick Wooden Dick Wooden 3 Min Read

CRM Basics: Focus Your Business Strategy on the Customer

Customer first, for the win Customer Relationship Management (CRM) is all about finding, acquiring, and retaining the best, most profitable customers.   CRM systems automate the management of loads ...
Picture of Dick Wooden Dick Wooden 3 Min Read