Difference between revisions of "ProDon:Searching and Eliminating Duplicates"
| Line 31: | Line 31: | ||
== Searching duplicates == | == Searching duplicates == | ||
| − | To obtain a duplicates list, you need to use the Customized lists tool. To do so, click on the "[[Image: | + | To obtain a duplicates list, you need to use the Customized lists tool. To do so, click on the "[[Image:Button Personnalised lists.png]]" icon in the Client management and select the "Static list" option. |
| − | |||
| + | <br> | ||
| − | {| cellspacing="1" cellpadding="1" border="1" style="width: 486px; height: 507px;" | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 486px; height: 507px;" class="wikitable" |
|- | |- | ||
| − | | colspan="2" | [[Image:Res. | + | | colspan="2" | [[Image:Res. and eli. duplicates 003.png]] |
|- | |- | ||
| − | | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the option "All potential duplicate clients in the active list". | + | | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the option "All potential duplicate clients in the active list". |
| − | | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the [[Image: | + | | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the [[Image:Button add plus.png]] button to name the future list of duplicates. |
|} | |} | ||
| Line 47: | Line 47: | ||
<br> | <br> | ||
| − | {| cellspacing="1" cellpadding="1" border="1" style="width: 462px; height: 307px;" | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 462px; height: 307px;" class="wikitable" |
|- | |- | ||
| − | | colspan="2" | [[Image:Res. | + | | colspan="2" | [[Image:Res. and eli. duplicates 004.png]] |
|- | |- | ||
| − | | '''<span style="color: rgb(255, 0, 0);">C: </span>'''In this window, name the list distinctly. | + | | '''<span style="color: rgb(255, 0, 0);">C: </span>'''In this window, name the list distinctly. |
| − | | '''<span style="color: rgb(255, 0, 0);">D: </span>'''To create a customized list, click on "[[Image: | + | | '''<span style="color: rgb(255, 0, 0);">D: </span>'''To create a customized list, click on "[[Image:Button Check mark Confirm.png]] Confirm addition". |
|} | |} | ||
| Line 61: | Line 61: | ||
{| width="200" cellspacing="1" cellpadding="1" border="1" | {| width="200" cellspacing="1" cellpadding="1" border="1" | ||
|- | |- | ||
| − | | | + | | [[Image:Res._and_eli._duplicates_005.png]] |
|- | |- | ||
| − | | | + | | '''<span style="color: rgb(255, 0, 0);">E: </span>'''Click on "Edit criteria". |
|} | |} | ||
| Line 70: | Line 70: | ||
<br> | <br> | ||
| − | {| | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 472px; height: 575px;" |
|- | |- | ||
| − | | colspan="2" | | + | | colspan="2" | [[Image:Res._and_eli._duplicates_006.png]] |
|- | |- | ||
| | | | ||
Revision as of 15:57, 28 June 2011
Contents
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.
|
| The active list is the list that is displayed onscreen in the "Client management", the "Task management" or the "Analysis & History". |
|
| 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
To obtain a duplicates list, you need to use the Customized lists tool. To do so, click on the "
" icon in the Client management and select the "Static list" option.
| |
| A: Select the option "All potential duplicate clients in the active list". | B: Click on the  button to name the future list of duplicates.
|
| |
| C: In this window, name the list distinctly. | D: To create a customized list, click on " Confirm addition".
|
|
| E: Click on "Edit criteria". |
| |
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
