11.4.9. Manage Duplicates

Note: This feature is only available in the Enterprise Edition of OfficeClip.

Duplicate Management allows removal and merging of duplicate contacts in OfficeClip. Following are some of the commands that are used to manage duplicates:

  1. Skip: Skips the duplicate, i.e., the duplicate is kept in the system.

  2. Merge: Merges duplicates of a contact.

  3. Delete: Removes the duplicate contact.

Follow these steps to manage duplicates:

  1. Click CRM > Contacts > Admin > Duplicates.

  1. Select what to look for in the duplicates (the default is Email address, but you can choose your criteria), then click on the Search button.

  1. A list of possible duplicates will be shown. Click on the appropriate radio button and click on Apply

[Important] Important

When merging more than one contact, the first contact in the list is treated as the base contact and other contacts in the group are used to complete the values that are empty on the base contact.