2011年度江苏省工业和信息产业.pptVIP

OneView Administrator Training Company Module December 2010 Agenda Duplicate Company Report Merging Duplicate Companies Companies Flagged for Deletion Company Extract Account Re-Assignment Tool Duplicate Company Report Company Records in OneView There should only be one company record per location in OneView OneView warns users when they are creating a potentially duplicate company record, however, it does not prevent them for doing so. User can bypass the warning message. Duplicate Company Report Purpose of this report is to identify potential duplicate company records in your area Report is primarily based on sound-ex values (phonetics) as well as additional criteria regarding location If duplicate company records are found, refer to section on merging duplicate companies Recommended frequency to run this report is monthly Duplicate Company Report Continued Duplicate Company Report Sample Merging Duplicate Company Records Merge Functionality By default country administrators and higher have the ability to merge duplicate company records that are within their division security group Regional administrators have the ability to restrict this access by sending an email to the global administrator For records that outside of the scope of your country security group, please contact your regional administrator for assistance Only the global administrator can merge account records for companies owned by managers in different regions or divisions Merging duplicate records, will combine multiple records into a single record and transfer information on opportunities, activities and leads to the master record Data is not lost/deleted Account Managers on the duplicate company record(s) are automatically added as members to the Agility Account Team on the master company record Merging Duplicate Company Records in OneView The first step in merging duplicate company records is identifying the master record The duplicate records will be merged/combined onto the