Creating a Company Name Cleanup replace list

You can create a list of words that replace certain words or phrases. For example, the abbreviation "&" could be replaced with the word "and" in all the new companies added. The replaced word is not physically replaced, just replaced during the deduplication process. 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 Replace from List to view.
3. Click New.
4. Type the text string you want to replace in Details and enter the word that replaces it in Replace With.
5. Click Save.
6. To create a replace 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 remove list, see Creating a Company Name Cleanup remove list.
7. To remove a rule, click Delete.