ProDon:Searching and Eliminating Duplicates
Contents
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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  button to name the future list of duplicates.
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| C: In this window, name the list distinctly. | D: To create a customized list, click on " Confirm addition".
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| E: Click on "Edit criteria". |
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| F: This screen will appear. You then have to choose the duplicates detection criteria. | G: When the criteria are selected, click on " OK".
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| 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. | |
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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 " Add to the client list". |
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| A: 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);" /> |
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.
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Remove a group of duplicates from the list
Merge a group of duplicates
Details and additional exceptions
Document name: ProDon:Searching and Eliminating Duplicates
