ProDon:Searching and Eliminating Duplicates
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". |
| |
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". |
Remove a client from the duplicates list
Remove a group of duplicates from the list
Merge a group of duplicates
The " Merge the duplicates" button allows you to access the duplcates merging interface. | |
Details and additional exceptions
Document name: ProDon:Searching and Eliminating Duplicates