The Manage Duplicates section can be accessed by navigating to Settings | Manage Duplicates. The 'Manage Duplicates' section will collect candidates that have been flagged or matched as a duplicate after importing. This will not retroactively sort through your database for potential duplicates but will work going forward for new potential duplicates added. Additionally, the 'Manage Duplicates' feature is specifically designed for Contacts and does not cover other record types such as Companies.
Within that section, you'll be able to view those contacts that were flagged as a duplicate. You'll have several options within that section: For the best results when searching for duplicate contacts to merge, format the search query as 'last name, first name' (e.g., [Lastname], [Firstname]).
1. Merge into: this will allow you to merge that contact with an existing record in your Crelate database
2. Allow duplicate: This will allow that contact as a separate and new record
3. Selected Contacts: this will give you the option to remove that from your manage duplicates section.
Handling Duplicate Company Records
Duplicate Company records are not managed under the 'Manage Duplicates' feature. To address this:
Use the Search Feature to locate potential duplicates by performing a customized search using relevant keywords or identifiers.
Manually Merge Records: Once duplicates are identified, update and consolidate them manually.
What's Next?
Want to re-configure your duplicate detection rules? Check out how below!