Duplicate contacts/companies report

1. Access the report

From the main menu:

• Click your name/office
  
  

• Click Tools
  
  

• Select View Duplicate Contacts
  
  

2. Duplicate contacts / companies report screen

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 more strict 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

Open

• The 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

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

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