Difference between revisions of "Duplicates"
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| − | Path: [[Callproof Support]] - [[Website | + | Path: [[Callproof Support]] - [[Website]] - [[Duplicates]] |
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| + | [[File:duplicates_schedule.jpg|200px|thumb|right|Schedule Duplicate Analysis]] | ||
== Schedule Duplicate Analysis == | == Schedule Duplicate Analysis == | ||
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| + | [[File:duplicates_indexb.jpg|200px|thumb|right|How to Handle Duplicates]] | ||
== Handling Duplicates == | == Handling Duplicates == | ||
Latest revision as of 16:38, 3 December 2014
Path: Callproof Support - Website - Duplicates
What are Duplicates?
Callproof can perform a broad search for duplicate contacts. This will allow quicker merging of duplicates over searching individually and merging.
Click Duplicates to see an index of all duplicates. If no contacts are listed, schedule an analysis.
Schedule Duplicate Analysis
Click Find Duplicates on the right side of the screen.
Click the green Find Duplicates button to start an analysis.
When finished, an email will be sent to the user to alert them it's complete.
After it's completed, clicking on Duplicates under the Home tab from the Navigation Bar will not show you found duplicates.
Handling Duplicates
Duplicates will be listed along side one another. To the right are 3 ways of handling duplicates.
- Delete Match - Red circle with line through it. This will delete the duplicate which is the second column.
- Never Merge - Middle icon; yellow yeild. This will keep the records separate and remove them from the duplicates index.
- Merge - Merging green arrows. Start the merge process.
