✎ How To

How To Guides

Step-by-step walkthroughs for common Marquis IQ tasks. New guides are added as workflows are documented.

✦ Enrich

Enrich · Master Customer

Master an ERP Account

Assign an ERP customer record to a Master Customer using the assignment panel. Covers both single-record and batch assignment.

✦ All Modules

All Modules · Data Grid

Narrow any data grid using the Filter Pane or the in-grid kebab menu. Covers Include/Exclude conditions, match types, and reading Active Filter Tags.

ℹ️

More How To guides are being added. If you'd like to request a specific walkthrough, email support@marquisdata.com.