For over 25 years, Cole Valley Software has served professional service firms by delivering fully integrated firmwide CRM solutions.
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Keeping on top of data clean up and keeping it consistent is time consuming. Wouldn’t it be great if your CRM data managed itself?
The Data Clean Up Tool does data clean up and standardization automatically! This new programmable style guide does the cleanup for you, saving time and providing consistent data.
The ContactEase Data Clean Up Tool is a programmable style guide that has the ability to standardize address information in the ContactEase database, using find/replace functionality based on a user defined list of search targets and replacement values. The target of the cleanup function can be any field in the address block (Name, Street, City, State, Zip, Department, etc.). Further, the cleanup process may be run manually or on a scheduled basis.
Date: 08/19/2018 - 08/23/2018