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Search Duplicates

Use duplicates search to find identical contacts and objects.

Install the application from the "Miscellanious":

The application interface is available in the applications list (to administrators only).

The number of duplicates detected is displayed near the application icon (indicated by the purple arrow on the screenshot):

Run the application and select "Contacts"/"Objects" to view the duplicates:

Here you can find all contact/object profiles considered duplicate by the system. Browse duplicate profiles and select the basic one. Click "Merge" to merge the duplicate profiles data, saving discrepant complementary data in the basic profile and moving all the rest to the archive:

Please note: by default, contacts with identical phone numbers are considered duplicates. To change default settings, go to "Settings":

Select one or several fields (using boolean conditions "and"/"or") in contact/object profile to set system search parameters that will come into effect upon saving:

In the example above, contacts will be considered duplicates, if they have identical phone numbers or full coincidence of both email and address.

You may also be interested in: Email and SMS Campaigns

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APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system