Removes duplicate Contacts & Companies
- Process all contacts in your database or just the contacts in a specific group; or process all companies.
- Specify up to 6 fields to be used to match records to find duplicates (5 for companies).
- Specify whether records where one or more of the match fields are blank are to be ignored (recommended).
- Specify whether the most or least recently created/modified record is the record that will be retained in full.
- Selectively exclude records from the potential matches found by the program.
- Merge fields from records to be deleted into blank fields in the record that will be retained.
- If a non-blank field that is different than the value that is being kept is present in some field in a record to be deleted, record that field name & value to a note.
- Move all subsidiary data (Notes, History, Activities, Opportunities, Documents & Custom Table entries) to the retained contact/company.
- For merged contacts, retain Secondary Contacts, Company Links & Company/Group static membership.
- For merged companies, retain Contact Links & static Contact/Opportunity membership; and retain the dynamic criteria from one of the company records being combined.
