Duplicate Detection Jobs & Merging Records
2. Select NEW to create a new job
3. The Duplicate Detection Wizard will pop out, click Next.
4. Select Contacts from the drop-down box if you want to look for duplicate contact records. You can also specify a view and other filtering criteria to limit records for this job to check.
5. You can label the job and specify the date and time. You can also make a job schedule (weekly or monthly). Click on Next, then Submit.
6. A dialog box will pop out to start Duplicate Detection job, Click Submit
7. Click the refresh button if you want to check on the status of the job and open it once finished to see your results.
8. You can select View Duplicates to see your desired duplicate data.
9. To resolve the duplicate record issue, you can merge the two records.
10. To merge the records, select one of the duplicate records in the top table, then the duplicate that appears in the lower table. Note that each of these records contains different information – one of the records have a business address while the other one doesn’t. To fix this, Click Merge.
It is also recommended that you manually select the Master.
11. A new window will appear. Select the Master record. Then, select the fields from the duplicate entry that you want to merge with the Master and Click OK when done.
Select the record that you want to keep, which is the Master. Then, select the fields from the duplicate entry that you need to merge with the Master. Click OK when finished.
Note: The master record will inherit all of the subordinate record’s child records. The subordinate record will be deactivated. It is highly recommended to delete the newly-deactivated duplicate entry unless you know you’ll need to reference it in the future.
12. At this point, do not close the duplicate detection job window, instead, Click the Refresh button and look for the record you just merged.
One of the duplicates will show as ” inactive”.
Double click the inactive entry to open it and delete.