Data Quality Last updated : 17th February 2026 Any merge action that takes place on your database, whether using Workbooks Merge or Workbooks DQ, will create a Data Quality record which can be found in the Data Quality landing page (Start > Bulk Changes > Data Quality). These records look Continue Reading
Workbooks DQ Last updated : 17th February 2026 Introduction How it works Best Practice NOTE: Workbooks DQ is not available on mobile or tablet devices. Introduction Workbooks DQ is a powerful solution for merging People and Organization records in bulk. Developed in Continue Reading
Workbooks Merging Last updated : 26th January 2026 Introduction Merging Duplicate Records Locating other Duplicate Records Introduction Workbooks automatically detects duplicate People and Organisation records. Workbooks has simple matching rule for finding duplicates: an exact match for main email address on People Continue Reading