Hi all,
any ideas on how to best manage duplicate accounts ? Users engage with the same organisations in very different ways and therefore capture very different information. The confusion is obviously people seeing the same type of organisation that does not apply to them.
What you recommend to manage this ?
#Duplicate Management #Standard Duplicate Rules #Record Types
Hi,
@Ezugo Okoma I am working with something similar to this. We have 4 different lines of business. A single customer may have 2, 3, or 4 lines of business. This means they may have that many different Accounts. We are in a cleanup process right now in an attempt to make this a cleaner environment.
I now have a Parent Record type/Record page. That page can have whatever base information you want, Name, Address, phone, etc...
The Users will attach each of the existing Accounts to the Parent (via the Parent Account Field) to make a connection. They can click on the hierarchy of any of the Accounts to see what they are related to.
In a step further I created a flow to link the Accounts/Opportunities/Contacts as actual related lists to the Parent. If they open just the Parent record they can view the related lists and see everything at a glance.
I know this is an older post but I hope this helps.
