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Ignore duplicate contacts in bulk - update (12.198)

Ignore duplicate contacts in bulk - update (12.198)

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

Available from version 12.198

No configuration is required for this update - however, being able to ignore a duplicate contact is dependent on configuration (which is given 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

The process for marking multiple duplicate contacts as ignored has been updated - an Ignore Duplicates tab has been added, which automatically selects the current contact to be ignored along with presenting all other duplicate contacts that can be selected to be ignored, as required

Ignore duplicate contacts in bulk

The yellow exclamation mark to the right of the contact Status indicates that they have potential duplicate(s) on the system

From contact record:

  • Click Merges/Duplicates
    The button indicates how many potential duplicates the contact has

    Contact with duplicates.png
  • Click Ignore Duplicates tab
    The current contact is indicated by an asterisk (*) and is automatically ticked

    Contact - ignore duplicates tab.png
  • Ensure all contacts that you wish to ignore are selected (on left) and click Ignore button (top right)

    Contact - ignore button.png
  • Enter the reason for ignoring the duplicated contacts, click Accept

    Contact - ignore reason.png
  • The ignored duplicates are now marked as ignored with the Ignore Reason also displayed

    Contact - ignore reason in grid.png

As a result of ignoring the duplicates:

  • After saving & closing the contact record, when re-accessing the record a numeric flag is no longer displayed on the Merges/Duplicates button and the previously yellow alert icon is now greyed-out

Contact - now ignored.png

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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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