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Best record automation

Automation

Our automation module has been designed for users who don’t have time or resource to review hundreds or thousands of duplicate records. Build advanced mastering rules to automatically select your best record, then fill your best record with the best data from a set of duplicates. These rules are highly customisable and typically help clients to process 80% of their duplicates, leaving 20% to a manual review process.

Session Scheduling

Ensure your data quality is constantly monitored by scheduling match sessions to run and return duplicates. However, our scheduler takes this one step further. Users can define the action to be performed once duplicate records have been returned, range from only returning match results, ready for manual processing, or complete automation of the review process to save hours of review time.

Session Scheduling
Advanced Audit History

Advanced Audit History

Making changes to your CRM data is daunting and it should be done with caution. Our advanced audit log work over and above the in-built CRM Audit log to give users comfort that all data changes are being monitored. Our audit log tracks all changes made to CRM records and can then inform users of new and old field values so that alterations can be made to the master record post-merge.

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