LexisNexis InterAction News
InterAction CRM Resources
|
Home
Welcome, Guest. Please login or register.
January 07, 2009, 04:57:15 am
|
|
|
News: SMF - Just Installed!
|
Show Posts
|
|
Pages: [1]
|
|
2
|
InterAction CRM Best Practices / Maintaining Data Quality / Re: Contact De-Duplication - to Automate or not to automate?
|
on: August 11, 2008, 05:39:39 am
|
|
you can do it by eporting potential matches out to a 3rd party tool, assigning duplicate ID's and rank, importing it back in to InterAction and using the windows client to "Merge clients using DQS" tool.
I've done it before on a few things with mixed results. Its good to get a lot of contacts deduped in bulk quickly, but doesn't intelligently merge phone numbers and addresses in a lot of instances .. and you and up having to do a big clean-up after the bulk dedupe anyway.
For a big job like that, I would recommend brining in a few temps to do change tickets, and also regularly run data quality searches (e.g. contacts with the same email address) and dedupe the results.
|
|
|
|
|
3
|
InterAction CRM Software Components / Web Client / Re: Is there a way to log
|
on: January 02, 2008, 04:53:42 am
|
|
Walter,
There are log files on your application server created daily with each transaction. These are tedious to go through, but it is possible
I wrote something that scans through them for particular actions (e.g. open the home page or watch list) .. and then extract that information to a SQL table with Date, Action, and user ID.
the resulting table can easily be mined for use statistics to see how many of your users are actually clicking on things.
-Jim
|
|
|
|
|
4
|
InterAction CRM Best Practices / Contact Management / Re: Relationships of the dearly (and not so dearly) departed
|
on: January 02, 2008, 04:36:00 am
|
|
I found this frustrating, too, when upgrading to 5.5 reporting. And was wondering if the relationships should be deleted or not.
The quick fix I made with the 5.5 reports is customised them to put the phrase (Alumni) next to any person's name that left the firm. This was created with an if statement on the particular field (a pain to figure out the syntax, but pretty easy once you know how)
-Jim
|
|
|
|
|
5
|
General / General Discussion / Happy 2008 !, but is there anyone out there ?
|
on: January 02, 2008, 01:38:23 am
|
|
hi all,
over the Xmas break, I was clearing out my inbox and found this link that someone forwarded.
I was hoping there would be a few people out there using it to help answer a few questions that appeared in my head about InterAction .. but it seems that there hasn't been posts here in a few months ?!?
so ...
1) is there anyone out there ? 2) is the admin interested in getting this forum up and running ?
Let me know, Jim
|
|
|
|
|
|
Loading...
|