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".

Details and additional exceptions

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Document name: ProDon:Searching and Eliminating Duplicates

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