Sometimes you end up with 2 records for the same customer in the system. The instructions below would allow you to consolidate the records and flag one for deletion

CRM > Reports & Enquiries > Database Cleansing > Deduplication utility

Step 1 > Click on Customer button



Step 2 > Click on Suggest button

On the window that opens, you can select the Branch and fields that you want to use to identify the duplicates.   

Step 3 > Select the branch



Step 4 > Enter the fields that you want to use to identify the duplicates and press TAB. Any combination of fields can be used. For example, to select all customers with same email and mobile number enter H&L. If you want to select customer with duplicate emails or duplicate mobile numbers; enter H/L (H or L)

You will notice that the Selected ticks will change according to your selection and OK button will light up.



Step 5 > Click OK

This will populate all the records that have same Mobile and email in the grid. This may take a while depending on how many records are in your database. 




Right clicking on each row will give you options to:




1) Nominate as a master record - this is the record that will be kept and information from the other recford(s) will be merged into this one. 

2) Drill - opens all the records in a new window. Handy if you have 3 or more records to deal with.



3) Show more details - will open the record in CRM

4) Remove line from list - will remove the record from selection

Step 6 > Nominate the record you want to keep as master (Right click and choose "Nominate as Master")

Step 7 > Nominate all others as merge (Right click and choose "Mark to merge with Master"




Step 8 > Click Next



Step 9 > Merge any fields you want to copy from Merge record into the Master using arrow keys and click Next




Step 10 > Click Merge




Step 11 > Choose to delete the Merge record. We recommend setting it to X Status and it will drop off at the end of the week. Choosing "Delete" will get rid of the record immediately and there is no way to recover it.




Step 12 > click OK. 




Congratulations you have successfully merged 2 duplicate customer records into one.