Rebecca Perry

1. Configuration Guide
2. Users & Roles
3. Replace a User ID

Can this function work more like a replace resource code? It seems more work then necessary to have to copy the account (where you need to add a bogus SSO login to allow for the save) to then have ...

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• Rebecca Perry
• January 17, 2022 04:30
• 2 votes

1. User Guide
2. Accounts & Contacts
3. Manage Duplicate Accounts and Contacts

Hi Sean, Yep, that's the functionality I was looking for in V20?

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• Rebecca Perry
• October 03, 2018 07:48
• 0 votes

1. User Guide
2. Accounts & Contacts
3. Manage Duplicate Accounts and Contacts

Thanks Maggie, Is there a way of identifying possible duplicates in V20, similar to how it does in V19?

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• Rebecca Perry
• October 02, 2018 23:16
• 0 votes

1. User Guide
2. Accounts & Contacts
3. Manage Duplicate Accounts and Contacts

Looking for an article that explains the v19 Account merge process rather then the one-up. It appears it is more of a bulk process?

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• Rebecca Perry
• October 01, 2018 22:43
• 0 votes