Overview


This document outlines User Guide of Enjay SugarCRM Analytical Deduplication Plugin. This SugarCRM Plugin lists all duplicates in Contacts, Leads & Accounts and also help merge the duplicates.


Table of Contents


  • Purpose of the module.

  • Installation

  • Configurations.

  • How to use.




Purpose of the module

  • By searching the contact or account list for an entry based on email address, name and/or phone number, this addon is able to find duplicate records.

  • You may then clean your CRM , using SugarCRM inbuilt functionality of Deleting or Merging Records.

  • Just not that it will also automatically relate lead on its creation to account and contacts.



Installation


    • After purchasing, install the DeDuplication Analysis module and log in as an administrative user.

    • From the main page, click the 'Admin' tab.



    • Then, under the 'Developer Tools' section, choose 'Module Loader'.




    • Click 'Browse' to choose from the available modules.Select the package and then click 'Upload' and allow the file transfer to complete.



    • Once the files have completed transferring, choose 'Install'.


    • When the module is ready for installation, take a moment to read the 'Software License Agreement'.

    • If you agree to the terms of the License Agreement, choose 'Accept', then click to 'Commit'.





    • Verify that the module completed installation.

     



    Configuration (not required for Sugar On-Demand Versions)


    • Find and click the 'Admin' tab at the top of the page.



    • Scroll down until you see 'Duplicate Analysis Activation', then click on it.




    • Register by entering your details and click the Request button.




    • We will then contact you and provide you with the licence key to use the module.Enter that licence key to activate the addon.Click on save button.

              


    • You will then need to repair to reflect the changes.Click the link to repair.





    How to use.


    • After the module is activated.Click on Account or Contact list.

    • In the modules Search Panel you will see a panel to find duplicates.Selecting Phonetics will display all contacts that sounds similar.Eg : Geeta sounds similar to Gita,however spelled differently.



    • Click on Search button after selecting options you want to find duplicates on.

    • You will get a list of all duplicates.


    • You may then manually sort columns to give more exact results.
    • You can then manage these duplicates with options provided by SugarCRM eg : Delete,Update & Merge.


    Support Contact Details

    • Web store :store.enjayworld.com
    • Email : support@enjayworld.com
    • Skype Idenjayconnectors
    • Call us on (0260) 6612931/32