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This guide has been reviewed against our global client base and classed as relevant to all regions |
A report is available which allows you to view duplicate contact records and take action to remove them
For advice on adding contacts, contact management and best practice, click here
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The ability to run such a report needs to be enabled by Reapit Support - your key contact can click here to request this
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For advice on adding contacts, contact management and best practice, click here |
1. Access the report From the main menu: |
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2. Duplicate contacts / companies report screen |
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 Image AddedSelect the criteria for the report: Scope: choose whether to search Contacts or Companies
Can also tick +Archive to include archived records in the search
Office: select the required office(s) or leave blank to search all
Criteria: choose which area(s) of the contact record to search, options are Name, Phone, Address
More than one option can be chosen
Strength: options are Weak, Moderate or Strong
The option chosen determines how close a match contacts/companies need to be to be considered a match, i.e. Weak means they have some similar data, whereas Strong is much stricter in what it would consider a match
It is recommended that Strong is chosen to ensure a thorough check is carried out
Click Refresh to begin the check
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| title | Duplicate check will be carried out |
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| A message will be displayed to indicate how many duplicates are being checked plus the current result and status of the check |
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3. Results & export option |
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An option to export the results is |
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now presented - click Export
All duplicates found will be displayed in a MS Excel spreadsheet |
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How to generate and use a report which allows duplicate contact records to be identified |
