Managing the Information Columns – Most Recent Contact User

Introduction

For the reviewers of Paribus 365™ Match Results having information columns that speed up the decision are important. The information columns displayed are controlled in the Data Set.

As well as adding standard fields the information displayed can be enhanced further.

Identifying Who Wrote the Most Recent History Record

It’s often useful to know who wrote the last history record or sent the last email to a Contact or Account when trying to determine which record of a Match Group should be the surviving record into which the duplicates should be merged.  To do this, you need to find the most recent History record and then extract the name of the User who was associated with that record.

The process can be broken up into 3 logical elements.

• Finding the associated History records for the Accounts on which you’re matching
• Identifying the most recent record
• Displaying the User Name from the Userinfo table associated with the identified History record

To include this information for the Paribus reviewer, a SQL statement can be included within the Information Columns definition to provide the USER Name.  An example is below:

(SELECT USERNAME FROM USERINFO WHERE USERID = (SELECT TOP 1 COMPLETEDUSER FROM HISTORY WHERE HISTORY.ACCOUNTID = ACCOUNT.ACCOUNTID ORDER BY COMPLETEDDATE DESC)) AS ‘Last History User’

For example, it would be added as follows:

Resulting in more detail being available for the reviewer and therefore a more informed decision.

For more information on managing the information columns in Paribus 365™ , please use one of the links below.