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Fiona Hardy

Fiona Hardy

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The ability to run this report needs to be enabled by Reapit Support - your key contact can click here to request this

Infotip

For advice on adding contacts, contact management and best practice, click here:
Add contacts, contact management, activity feed & journal

From version 12.176, new functionality was introduced to allow duplicate contacts to be identified and managed, as outlined here: Identify & manage duplicate contacts

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  • The 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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1. Access the report

From the main menu:

  • Click your name/office

  • Click Tools

  • Select View Duplicate Contacts

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2. Duplicate contacts / companies report screen

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Select 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

    • more strict in what it would consider a match

    • It is recommended that

    Strong

    • ‘strong’ is chosen to ensure a thorough check is carried out

  • Click Refresh to begin the check

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3. Results & export option

  • The total number of Possible duplicates is shown top right, use the arrow buttons to navigate through each set of duplicates

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  • Double-click an entry to view the contact record and make changes, as required

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Tip

An option to export the results is now presented - click Export
All duplicates found will be displayed in a MS Excel spreadsheet

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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

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How to generate and use a report which allows duplicate contact/company records to be identified