Company duplicates

Earlier WLH was able to find only contact duplicates, now you can find the company duplicates by name. But to improve the performance and the accuracy we had to introduce stop-words. A stop-word is a word being ignored during company name comparing. Typical stop-words are frequently occurring words in company names: group, company, office, limited etc. You can easily build this list to tune your duplicate search.

In the search result you can see the “realty” word caused a little noisy list. In reality the “BestBuy Realty” and the “Southwest Realty Team” are different companies. We have to explain this to WLH, so add “realty” to stop-words.

That’s it, no more noise.

 

(Specially thanks to Nick Wolf and Libby Culmer)


How do I: Generate tasks into cases!

You may be familiar with our task template solution to Highrise. Now you can use your pre-defined templates with cases too.

First you need to create a task template or use one created earlier.

You still can create an infinite number of task templates. Because they are the same templates you still can clone one of them to help you with specializing large templates.

Now you find a new menu item on the left, where you find your open cases.

Select as many cases as you want, and select the task template you want to execute on the right sidebar. You can specify the creating time of the first task (even in the past) and the upcoming ones will based on that date.

(Thanks Becky and Sara!)


How do I: Advanced filtering contacts

Have you ever been in a situation when you wanted to filter contacts by tags, basic properties and custom fields at the same time? And what about the  50 contacts limitation in the result? WLH has a great solution for this and the top of it you can save these filter settings for later.

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How do I: Find duplicate contact entries

There is an easy way to find duplicate people or companies in your Highrise contacts with WLH. You just have to specify how would you want to search for duplicates.

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How do I: Work with custom fields.

“WeLoveHighrise” has a very productive way to work with custom fields. It’s very easy to filter contacts by custom fields, and also to bulk edit. And if you like, you can save the search criteria, for speeding up the filtering next time.

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How do I: Place contacts on map and calculate route.

“WeLoveHighrise” has a simple way to place contacts on Google Maps. Here are the step by step instructions you should follow.

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How do I: How to bulk apply tags on contacts

If you want to bulk apply tags on contacts, here’s what you have to do:

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