Difference between revisions of "Duplicates"

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(Created page with "Path: Callproof Support - Website - Navigation Bar - Home - Duplicates ==What are Duplicates? == Callproof can perform a broad search for duplicate cont...")
 
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: '''Delete Match''' - Red circle with line through it.  This will delete the duplicate wich is the second column.
 
: '''Delete Match''' - Red circle with line through it.  This will delete the duplicate wich is the second column.
: '''Never Merge''' - This will keep the records separate and remove them from the duplicates index.
+
: '''Never Merge''' - Middle icon; yellow yeild. This will keep the records separate and remove them from the duplicates index.
: '''Merge''' - Start the merge process.
+
: '''Merge''' - Merging green arrows. Start the merge process.

Revision as of 18:06, 30 September 2013

Path: Callproof Support - Website - Navigation Bar - Home - 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 wich 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.