Image Removed
| Info |
|---|
This guide has been reviewed against our global client base and classed as relevant to |
...
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
...
The ability to run
...
this report needs to be enabled by Reapit Support -
...
your key contact can click here to request this
| Info |
|---|
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: |
...
 Image Added |
2. Duplicate contacts / companies report screen |
...
 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
| Expand |
|---|
| title | Duplicate check will be carried out |
|---|
| A message will be displayed to indicate how many duplicates are being checked plus the current result and status of the check |
|
...
 Image Added |
|
3. Results & export option |
...
 Image Added| Info |
|---|
An option to export the results is |
|
...
now presented - click Export
All duplicates found will be displayed in a MS Excel spreadsheet |
|
Related articles
| Filter by label (Content by label) |
|---|
| showLabels | false |
|---|
| max | 5 |
|---|
| spaces | com.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45 |
|---|
| showSpace | false |
|---|
| sort | modified |
|---|
| type | page |
|---|
| reverse | true |
|---|
|
...
...
| contact | | cql | label in ( "contact" , "company" ) and type = "page" and space = "RW" |
|---|
|
...
| Note |
|---|
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 |
...
How to generate and use a report which allows duplicate contact records to be identified |
