Duplicate Find & Merge App
The duplicate removal tool is designed to ease the process of eradicating duplicate company and/or contact records. Despite the best efforts, duplication can be caused through any number of issues such as importing for multiple business systems with subtle differences in record names. Contact imports are a prevalent case where variation in name and/or city may result in a number of contacts for the same company being created against two company records rather than one.
Easily find and merge duplicate records within your CRM database. With a number of search and duplicate detection options combined with a simply merge process duplicate company or contact records are easily eradicated.
There are a number of challenges duplicate records present which this utility is designed to assist to overcome. Primarily, the process is extremely simple for first finding records that are possible duplicates then merging records confirmed by the user as duplicates.
The merge tool provides a simple user interface to find then merge duplicate records. The duplicate detection search is particularly valuable in that users can select any field and find records with non-unique values with in it (common examples include finding companies with the same phone number or contacts with the same email address).
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Search for duplicate records based on any field (e.g. finding contacts with the same email address or companies with the same phone number). |
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Manually search for duplicate records based on specified criteria |
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Merge duplicate contacts (especially when there are two or more records for the same contact with activity notes and other records linked to them, the merge process re-links all records back to a single contact then removes the duplicate) |
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Merge duplicate company records (especially useful where companies have been duplicated through import, duplicates have a number of contacts, rather than having to manually re-assign all contacts and dealing with issues like linking activity notes to the correct company, the merge process does all this) |
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Powerful data grid for manipulating company and contact listings including sort/group options, column selection and data export options |
Check database for potential duplicates
Find duplicates based on a specific field - e.g. contacts with same email address
Easily select and merge records
Optional Mass Merge Module
In some rare case for various reasons we have come across clients with large numbers of duplicate records. The most common instance is a result of data import or conversion from other systems. To facilitate this the merge utility includes a mass merge function to facilitate the fast merging of any number of duplicate records in a consolidated process.
