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Creatio CRM, Creatio updates, Creatio MarketPlace

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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


 

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Topics:   Creatio CRM Creatio updates Creatio MarketPlace

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