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.

Table 1. Table Columns
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
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: Not Validated: The record is new, and it has not been validated. Possible Duplicate: The record has been validated, and at least one possible duplicate has been found. Validated: The record has been validated, and no duplicates have been found. Duplicated: The record has been closed as a duplicate.