ProDon:Searching and Eliminating Duplicates

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".

F: This screen will appear. You then have to choose the duplicates detection criteria.	G: When the criteria are selected, click on " OK".
WARNING: If the box "Same organization and same department/service" is checked, both must be identical. Therefore, if the company's names are the same, but the service is different, they will not be detected as potential duplicates.

H: This box is usually checked by default and allows you to automatically filter the duplicates list after the addition.	I: Click on " Add to the client list".

A: The clients who are potential duplicates are grouped. Alternating colours allow you to differentiate them quickly and easily.	B: Note that three icons will be added at the upper right side of the grid.
NOTE: If the H 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.

Remove a client from the duplicates list

The button "Remove the client from the list of duplicates" allows you to remove a client from the list.
A: Get positioned on the client you want to remove from the list of potential duplicates.	B: Click on .
WARNING: If there are two clients in a group of duplicates, by clicking on "Remove the client from the list of duplicates", the second client will also be removed automatically.
There are only two clients left in the group of duplicates out of the initial three.

Details and additional exceptions

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Document name: ProDon:Searching and Eliminating Duplicates

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