<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

35 Ways to Boost Sales Productivity with CRM: Now and Later

35 Ways CRM boosts sales productivity: today & every future day. The following list contains various ways that using of a CRM system and related technology can help boost sales productivity and ...
Picture of Dick Wooden Dick Wooden 3 Min Read

Boosts Sales Productivity with CRM: Now & Later - Part II

35 Ways CRM boosts sales productivity; today and every future day. In Part I we covered 22 ways the use CRM can boost sales productivity and effectiveness, NOW.  Later has arrived.   Knowledge of the ...
Picture of Dick Wooden Dick Wooden 3 Min Read

CRM with SMS capability - Creatio

The best CRM with SMS capability to help boost your marketing and service activities Proper communication and the need to build full-fledged relationships with your target ...
Picture of Dick Wooden Dick Wooden 3 Min Read