Validate Records
Form ID: (CR503430)
On this form, you can run mass validation of lead, contact, and business account records for duplicates.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Button | Description |
|---|---|
| Process All |
Starts the validation process for all records listed in the table. |
Selection Area
You can use the settings in this area to determine which of the listed records will be included in the validation process.
| Element | Description |
|---|---|
| Validate Only New and Updated Records |
An option button that indicates (if selected) that the table will list only records with a status other than Closed and a duplicate validation status of Not Validated. Thus, if you process the records, only the new and updated records will be mass-validated. This option button is selected by default. |
| Validate All Records |
An option button that indicates (if selected) that the table will list all records with a status other than Closed. In this case, if you click Process All, all previously validated records are validated again. Before validation starts, the system sets the duplicate validation status of each record to Not Validated; if validation is interrupted, you can resume it by running the process with the Validate Only New and Updated Records option button selected. Attention: Duplicate validation of all records can take a long time if a
large number of records must be processed.
|
| Column | Description |
|---|---|
| Type | The type of the record, which can be one of the following: Lead, Contact, Vendor, Customer, Customer & Vendor, or Business Account. |
| Business Account | The business account that the lead, customer, or vendor is associated with. |
| Account Name | The identifier of the business account. |
| Contact | The link to the lead or contact, depending on the option in the Type column for the row, which can be Lead or Contact, respectively. |
| Status | The status of the record. |
| Duplicate |
The duplicate validation status of the record. This box contains one of the following options:
|