Checking for duplicate contacts or companies

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 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

 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