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DQ Review

When records are searched for using the CRM advance find or displayed on the entity listing screen, DQ Review allows users to take control and tag records as selected duplicates. Once tagged, they can then be processed through the DQ for Dynamics™ review screen with all the capabilities of the standard user interface. This capability allows users to manually identify duplicates, which otherwise may not be matched, and merge them efficiently to create your Single Customer View.

This tool can be used when manually discovering Accounts, Contacts or Leads which are duplicates in your CRM. Advanced Find then links selected modules to take the records into DQ for Dynamics™ where they can be mastered to create a single customer view.

Unlike the out-of-the-box tool, DQ review allows you to review multiple records and review and manipulate a record. The tool is currently enabled in:

  • Advanced Find Results
  • Account Records Listing
  • Contact Records Listing
  • Lead Records Listing

After selecting two or more records, DQ Review can be found along the task bar of the Account, Contact and Lead views.

It can also be found when running an advanced find and selecting records:

After selecting DQ Review, you will be redirected to the familiar DQ for Dynamics™ review screen.

Much like when reviewing duplicates found after a matching session, all changes made in this review screen will affect live data in your CRM.

After merging, the other records are deactivated and you are returned back to the screen in which you selected DQ Review.

NOTE: This is an additional module and will not come standard with the Foundation or Master Record Merge (MRM) Modules. The tool will be viewed globally by all of your CRM Users but will only be available to use by Admins or Reviewers. It will only be available once multiple records are selected on Account/Contacts/Leads.

admin_functionality/dq_review.txt · Last modified: 2023/06/23 08:41 by conor.doyle