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
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
