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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
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this 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:
Add contacts, contact management, activity feed & journal |
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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Related articles
| Filter by label (Content by label) |
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| max | 5 |
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| spaces | com.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45 |
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| showSpace | false |
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| sort | modified |
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| type | page |
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| reverse | true |
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| contact | | cql | label in ( "contact" , "company" ) and type = "page" and space = "RW" |
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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
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How to generate and use a report which allows duplicate contact records to be identified |
