Difference between revisions of "ProDon:Searching and Eliminating Duplicates"

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(Introduction)
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This procedure allows you to find clients duplicates in an active list. A duplicate occurs when there are more than one file for the same client.<br>  
 
This procedure allows you to find clients duplicates in an active list. A duplicate occurs when there are more than one file for the same client.<br>  
  
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| If a filter or a search is made, the number of items onscreen decreases, but it still remains the active list.
 
| If a filter or a search is made, the number of items onscreen decreases, but it still remains the active list.
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To conduct a duplicate search, you must always go through the Client management.
  
 
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Revision as of 15:17, 28 June 2011

Template:Header ProDon

Introduction

This procedure allows you to find clients duplicates in an active list. A duplicate occurs when there are more than one file for the same client.


Res. and eli. duplicates 001.png
The active list is the list that is displayed onscreen in the "Client management", the "Task management" or the "Analysis & History".


Res. and eli. duplicates 002.png
If a filter or a search is made, the number of items onscreen decreases, but it still remains the active list.


To conduct a duplicate search, you must always go through the Client management.


Searching duplicates













Remove a client from the duplicates list




Remove a group of duplicates from the list




Merge a group of duplicates





















Details and additional exceptions










Document name: ProDon:Searching and Eliminating Duplicates