Duplicates can be confusing, you can have Accounts or Contacts with the same Company name or two records with the same email address. That can be two different contacts or an error. Verify records or detect and correct inaccurate records by Finding all Duplicates with just a few clicks.
Notes: Only tenant Admin can see the “Find Duplicates” operation in Settings.
Follow the steps below to Find Duplicates
1. Click on the Settings icon at the top right corner of your screen.
2. On the Settings page, click on Find Duplicates under Data.
This page displays all duplicate records. You can sort the records according to Company name or Email address.
Find Duplicate By
Select Company or Email from the drop-down then click on Find.
Company: This will show duplicate records with the same company name in alphabetical order.
Email: This option will display duplicate records with the same email address.
Note: When you search duplicates with Company name Company column will be used to sort the list, whereas if you search duplicate records with Email, Email column will be used to sort the list as shown below.
Merge Duplicate Records
After finding the duplicates, you will be able to select two at a time and merge those records.
Click on the radio button to select the correct information or the information you want to keep. All your selected information will be displayed under the Merged Records column. You can also fill in missing information under the Merged Records column.
once you have selected and filled in all information click on Merge button to merge the records.
Select Ok, your records will be merged and removed from the duplicate list.
You can also Edit and Delete records from this page.
