Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 2 Next »

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.195

No configuration is required for this update - however, being able to ignore a duplicate contact is a configurable option which is granted when enabled to merge duplicate contacts

For more information on how to identify duplicate contacts, including how to ignore and merge contacts, plus related configuration options, click here: Identify & manage duplicate contacts

Multiple duplicate contacts can be marked as ignored on the Contact Merges & Duplicates screen - this update means multiple duplicate contacts can marked as ignored in bulk (rather than having to access each duplicate record individually)

A potential duplicate is identified when at least one phone number and/or email address is detected on more than one contact record - choosing to ignore a duplicate contact prevents the contact record from being offered as an option to be merged

From contact record:

  • Click Merge/Duplicates

    Merge button.png

An Ignore button has been added to the Contact Merges & Duplicates screen:

  • Use the tick boxes on the left to choose which duplicates to ignore
    (or use the box top left to select all)

  • Click Ignore

    Contact - ignore duplicates.png

  • Enter the reason for ignoring the duplicated contact details

    Contact - ignore duplicates - reason.png

  • The ignored duplicates are now marked as ignored with the Ignore Reason also displayed

    Contact - ignored duplicates with reason.png

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

  • No labels