{"id":3888,"date":"2015-02-02T13:44:40","date_gmt":"2015-02-02T13:44:40","guid":{"rendered":"http:\/\/www.qgate.co.uk\/knowledge\/?p=3888"},"modified":"2025-05-20T09:52:34","modified_gmt":"2025-05-20T09:52:34","slug":"managing-information-columns-adding-counts","status":"publish","type":"post","link":"https:\/\/www.paribuscloud.com\/help\/managing-information-columns-adding-counts\/","title":{"rendered":"Managing the Information Columns &#8211; Adding Counts"},"content":{"rendered":"<p><!----------------------------- Article Header Start - DO NOT REMOVE ------------------------------><\/p>\n<table class=\"article-header-table\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-header\">\n<td style=\"border-top: 5px solid currentColor;\" valign=\"top\" width=\"25%\"><b>Summary:<\/b><\/td>\n<td style=\"border-top: 1px solid currentColor;\" valign=\"top\">When determining which record should be the primary member of a duplicate group, keeping the contact with most history or the account with most contacts is frequently the preference.\u00a0 These types of counts can be exposed in the Information Columns.<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td valign=\"top\"><b>Article Type:<\/b><\/td>\n<td valign=\"top\">How-To Guide<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"border-bottom-color: currentColor; border-bottom-width: 3px; border-bottom-style: solid;\" valign=\"top\"><strong>Related Product(s):<\/strong><\/td>\n<td style=\"border-bottom-color: currentColor; border-bottom-width: 1px; border-bottom-style: solid;\" valign=\"top\">This article relates to the following products:<\/p>\n<ul>\n<li>Paribus 365&#x2122; Data Cleansing<\/li>\n<li>Microsoft Dynamics 365 CRM<\/li>\n<li>Infor CRM SLX (Saleslogix)<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>For the reviewers of Paribus 365&#x2122; Data Cleansing\u00a0Match Results having information columns that speed up the decision are important.\u00a0 The information columns displayed are controlled in the Data Set.<\/p>\n<figure id=\"attachment_3889\" aria-describedby=\"caption-attachment-3889\" style=\"width: 300px\" class=\"wp-caption alignnone\"><a href=\"\/help\/wp-content\/uploads\/2017\/01\/fig1counts.png\"><img loading=\"lazy\" class=\"wp-image-3889 size-medium\" src=\"\/help\/wp-content\/uploads\/2017\/01\/fig1counts-300x190.png\" alt=\"Data Set Definition\" width=\"300\" height=\"190\" \/><\/a><figcaption id=\"caption-attachment-3889\" class=\"wp-caption-text\">Fig. 1<\/figcaption><\/figure>\n<p>As well as adding standard fields the information displayed can be enhanced further.<\/p>\n<h2>Adding Counts<\/h2>\n<p>When determining which record should be the primary member of a duplicate group, keeping the contact with most history or the account with most contacts is frequently the preference.\u00a0 These types of counts can be exposed in the Information Columns.<\/p>\n<p>Note:\u00a0 It is also preferable to have the record with the most associated records as the primary member for processing purposes during a merge.<\/p>\n<p>A SQL statement can be included within the Information column definition to provide a count of associated records.<\/p>\n<p>An example SQL statement is below:<\/p>\n<p>(SELECT COUNT (CONTACTID) FROM CONTACT WHERE CONTACT.ACCOUNTID = ACCOUNT.ACCOUNTID) As &#8216;Number of Contacts&#8217;<\/p>\n<p>The Data Set would appear as example image here.<\/p>\n<figure id=\"attachment_4269\" aria-describedby=\"caption-attachment-4269\" style=\"width: 425px\" class=\"wp-caption alignnone\"><a href=\"\/help\/wp-content\/uploads\/2017\/01\/dr-kb-1.jpg\"><img loading=\"lazy\" class=\"wp-image-4269 size-full\" src=\"\/help\/wp-content\/uploads\/2017\/01\/dr-kb-1.jpg\" alt=\"Adding Counts\" width=\"425\" height=\"464\" \/><\/a><figcaption id=\"caption-attachment-4269\" class=\"wp-caption-text\">Fig. 2<\/figcaption><\/figure>\n<p>Resulting in a more informed view of the potential duplicate.<\/p>\n<figure id=\"attachment_3891\" aria-describedby=\"caption-attachment-3891\" style=\"width: 300px\" class=\"wp-caption alignnone\"><a href=\"\/help\/wp-content\/uploads\/2017\/01\/fig3-counts.png\"><img loading=\"lazy\" class=\"size-medium wp-image-3891\" src=\"\/help\/wp-content\/uploads\/2017\/01\/fig3-counts-300x99.png\" alt=\"Primary Group Member View\" width=\"300\" height=\"99\" \/><\/a><figcaption id=\"caption-attachment-3891\" class=\"wp-caption-text\">Fig 3<\/figcaption><\/figure>\n<p><!----------------------------- Article Footer Start - DO NOT REMOVE ------------------------------><\/p>\n<table style=\"border-bottom: none;\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"width: 25%; border-top-color: currentColor; border-top-width: 3px; border-top-style: solid;\" valign=\"top\"><strong>\u00a0Related Resources:<\/strong><\/td>\n<td style=\"width: 75%; border-top-color: currentColor; border-top-width: 1px; border-top-style: solid;\" valign=\"top\">\n<ul>\n<li><a title=\"Managing the Information Columns - Converting Picklist Codes\" href=\"\/help\/managing-information-columns-converting-picklist-codes\">Managing the Information Columns &#8211; Converting Picklist Codes<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\"><strong><span style=\"color: #444444;\"><span style=\"line-height: 14px; font-size: 14px;\">Further Information:<\/span><\/span><\/strong><\/td>\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\">\n<ul>\n<li><a href=\"https:\/\/www.paribuscloud.com\/help\/\">Paribus 365 Help Center Menu<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/faqs\/\">Paribus 365 Data Cleansing FAQs<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/troubleshooting\/\">Paribus 365 Data Cleansing Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/how-to-guides\/\">Paribus 365 Data Cleansing How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/technical-articles\/\">Paribus 365 Data Cleansing Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/documents\/\">Paribus 365 Data Cleansing Document Library<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Footer End ---------------------------------------><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-3888\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/managing-information-columns-adding-counts\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-3888\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/managing-information-columns-adding-counts\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/managing-information-columns-adding-counts\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Summary: When determining which record should be the primary member of a duplicate group, keeping the contact with most history or the account with most contacts is frequently the preference.\u00a0 These types of counts can be exposed in the Information Columns. Article Type: How-To Guide Related Product(s): This article relates to the following products: Paribus &hellip; <a href=\"https:\/\/www.paribuscloud.com\/help\/managing-information-columns-adding-counts\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Managing the Information Columns &#8211; Adding Counts<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-3888\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/managing-information-columns-adding-counts\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-3888\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/managing-information-columns-adding-counts\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/managing-information-columns-adding-counts\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"author":17,"featured_media":4587,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[163,134,14,1956,13,23],"tags":[],"jetpack_featured_media_url":"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2013\/08\/Featured-image-PBd.png","jetpack_publicize_connections":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.1.2 - 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