Knowledge Base

How to use the de-duplication/merge wizard to merge People or Organisations.

How to use Loqate (formerly PCA Predict) including what you will see on records when adding/amended addresses.

An introduction summarising why you may want to create relationships and what types of records the relationships can be between.

People and Organisation records are at the core of your CRM system. From these records you can see all interactions that you have had with your Contacts.

People records enable you to keep track of the interactions you have and to store the personal details of a specific person

On Organisations you can track all interactions you have had with that Organisation, plus any interactions you have had with its employees.