Difference between revisions of "ProDon:Searching and Eliminating Duplicates"
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− | | '''<span style="color: rgb(255, 0, 0);">H: </span>'''This box is usually checked by default and allows you to automatically filter the duplicates list after the addition.<br> | + | | '''<span style="color: rgb(255, 0, 0);">H: </span>'''This box is usually checked by default and allows you to automatically filter the duplicates list after the addition.<br> |
− | | '''<span style="color: rgb(255, 0, 0);">I: </span>'''Click on "[[Image: | + | | '''<span style="color: rgb(255, 0, 0);">I: </span>'''Click on "[[Image:Button add plus.png]] Add to the client list".<br> |
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− | | <br> | + | | '''<span style="color: rgb(255, 0, 0);">A: </span>'''The clients who are potential duplicates are grouped. Alternating colours allow you to differentiate them quickly and easily. '''<span style="color: rgb(255, 0, 0);" />'''<br> |
− | | <br> | + | | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Note that three icons will be added at the upper right side of the grid.<br> |
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− | | colspan="2" | <br> | + | | colspan="2" | '''NOTE: '''If the <span style="color: rgb(255, 0, 0);">'''H'''</span> box of the previous step is not checked, you will have to create a filter to obtain this result onscreen. See the Filter information document for more details about filters.<br> |
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Revision as of 09:10, 29 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.
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The active list is the list that is displayed onscreen in the "Client management", the "Task management" or the "Analysis & History". |
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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. |
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.
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A: Select the option "All potential duplicate clients in the active list". | B: Click on the ![]() |
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C: In this window, name the list distinctly. | D: To create a customized list, click on "![]() |
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E: Click on "Edit criteria". |
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H: This box is usually checked by default and allows you to automatically filter the duplicates list after the addition. |
I: Click on "![]() |
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