Combining duplicates is sometimes necessary to reduce the number of duplicates in your database. This can happen in the import of old files in to Complete Campaigns, having many users entering data, and when you do imports yourself into your database.
Using the Combine Duplicates tool will allow you to do several records at once and reduce the time spent doing this task for many duplicate records.
To combine duplicates:
Method - Selectwhat information you will be using to compare the records, whether it is by name and address or by name and phone number, you will use this information to compare the records to make sure that they are in fact duplicates.
The Records Added Today Only checkbox will allow you to refine your search to records that were entered into your database today for duplicates.
Exact Name Matcheswill find only names that match each other exactly. However, it will not pull exact matches for addresses.
If there are financial transactions, codes, addresses, etc, that appear on one records and not the other, they will be included when it is combined into one.
When you have reached the end of your duplicates, we recommend you running the report several times to combine triplicates.