Duplicate Company Merge

Overview

• Review a company and see if there are potential duplicates that should be merged
• Merge two records you believe are duplicates
• Review a report across the entire database of potential duplicates
  How to use Duplicate Company Merge

System Suggested Duplicates

1. Go to Global Duplicates Tab
2. Select Match method
3. Use Find Duplicates button to find all possible duplicates
4. Double click to select a record - it will populate to the form with the "Merge To" record
5. Click on Merge Tab - double click on possible duplicate in list (the "Merge From" record)
6. Will populate the Differences Form
7. Review the Current Value fields (as these will be the retained fields) use arrow under exclamation mark to copy from old value to current value
8. Once ready - navigate to Merge Tab
9. Right click on the record
   • '''Merge from''' this company - to have this record disappear into the merge
   • Company Properties takes you to the Company to review
   • Swap with Primary will enable this to become the "Merge To" rather than the "Merge From" This will complete the merge 

Manual Suggested Duplicates

1. /wiki/spaces/SI/pages/33054916 for a company - note Advanced search enables searching across: Searchcode, Fname, LName, Email, Company, Street, Phone Number
2. Enter code for duplicate in Manually found duplicate 
3. Continue as above

General Tab

Shows all information as found in Company and can search for and find a particular company in this screen.

Advanced Contact Tab

As for General Tab

Profile Tab

As for General Tab

Merge Tab

• If a company has been placed into the General Tab then possible duplicates will be shown based on the fields shown in the list.
• Enter a code from a manually found duplicate
• Double click on a suspected duplicate will populate the differences into the Differences Tab

Differences Tab

Shows differences across the different fields once two records are being compared in columns

• Field - field being compared
• Old Value - from the "Merge from" record
• Current Value - from the "Merge to" record Select the differences to be changed by
  • clicking on RHS under ! to populate from old to current
  • Typing directly into the Current fields

Global Duplicates

will create a list of possible duplicates - double click on a record to populate the form