This tutorial is designed to help you find duplicates and manage them according to your requirements.
Hate duplicate records? So do we. Duplicate records can cost you a lot of time, money or even a loss of face. That's the reason why we suggest you to check for duplicates when you import records into Repbox. If you have missed that, you can still find your duplicates with the help of "Duplicate Check and Merge" feature.
Here's how to find duplicates:
Starting off, this can be done in any module, we have chosen to show this process in the contacts module, yet the same steps apply for Accounts, Opportunities, and even Products. What only looks different would be the criteria used to find the duplicates.
Step 1: Go to the desired Module, either selected in the top bar, or though the "All" option and click the desired module in the drop down selection.
Step 2: When the List-view populates for the selected module, there is an "Actions" Button to the left of the window. Click this button to have the options drop down.
Step 3: When the drop down options populate, select the "Find Duplicates" option.
Step 4: The "Merging Criteria Selection" box should pop up. This is where you will select the fields you would like Repbox to search and compare to find Duplicates. For Contacts, Last Name is suggested. The more options you choose, the higher the probability of the system finding true duplicates. However, it is not suggested to put more than 4 or 5 fields to search.
Step 5: After selecting the fields, and hitting the "Find" button, you will be redirected to the Duplicates Page. The list of records that have same set of fields are traced out and displayed. You can either delete duplicate records or merge them together. Merging is process of selecting only important information from duplicates and ignoring insignificant information.
Step 5 Option A: To delete duplicates right away, select desired records and click . To delete, you'll have to click on checkboxes in the left.
Step 5 Option B: To Merge, you'll need to select duplicate records under the "Merge Select" column and click the "Merge" button next to it.
Step 5 Option B: Once you select the "Merge" button, you will be redirected to the merge records page. The intention is to pick-out important fields from duplicate records; As a result, after merge, you only have one record with only important information.
Step 5 Option B: Once you are done choosing which information is important to keep, then click "Save" or "Finish"