The Duplicates function is a fast way to find and mark duplicate clients. There are four types of matches for duplicate clients: where the client’s name, organisation and postcode are the same, the client’s name and work phone are the same, the client’s organisation is the same or the client’s work phone is the same. It is very fast and can be undone by marking the clients as not duplicates in future.
- Click the Action button and choose Clean Clients. Click the Duplicates tab.
- Click the Match by popup to choose the type of Duplicates to search for.
- Click Preview to view only the fields that will be changed. If there are two matching clients then only the one client that will be marked as a duplicate will be shown.
- Click Update. Every duplicate client will now be marked with as a duplicate.
Options
You may want to perform a Backup before updating.
Click Options-Clear All Marked Clients before selecting a new set of Marked Clients to ensure no Clients are accidentally updated. Use the shift, command and control keys if necessary to highlight the Clients and click the Marked button to Mark as many Clients as desired