Checking for duplicate contacts or companies

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

A report is available which allows you to view duplicate contact records and take action to remove them

For advice on adding contacts, contact management and best practice, click here

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

1. Access the report

From the main menu:

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

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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