Creating a Company Name Cleanup remove list

You can create a list of words, phrases, or punctuation on the company name field to be ignored during the deduplication process. For example, you could ignore the word "Ltd." in all new companies added as this word is not a unique part of the company name. The removed word is not physically changed in memory, just ignored for the deduplication process so that matches can be found. Deduplication must be enabled for the Company Name Cleanup functionality to work.

1. Click <My Profile> | Administration | Data Management | Company Name Cleanup.
2. Select Characters or Strings to Remove from List to view.
3. Click New.
4. Type the text string you want to remove in Details.
5. Click Save. The rule is displayed on the Characters or Strings to Remove page.
6. To create a remove list, continue adding rules.
   The rules are applied in the order they are listed.
   Sage CRM applies the rules in the remove list first, and then applies the rules in the replace list. For more information about the replace list, see Creating a Company Name Cleanup replace list.
7. To remove a rule, click Delete.