Manage and eliminate duplicate records in your Contact Database

The Data Manager's Conflicts tab is a handy tool for quickly identifying and managing duplicate records in the Contact Database. Regularly check and resolve conflicts to ensure data integrity.

Video Overview:

Documentation:

Purpose of Data Manager > Conflicts tab: To Manage and eliminate duplicate records in your Contact Database.

1. Accessing the Conflicts Tab:

1. Navigate to the Operations screen.
2. Go to the Data Manager Module.
3. Select the Conflicts tab and its sub-tab "Conflicts".

2. Identifying Duplicate Records:

1. The system categorizes conflicts by:
   1. Duplicate emails
   2. Duplicate descriptions
   3. Duplicate company names
2. To view conflicts, select the desired criteria from the dropdown menu.

3. Resolving Conflicts:

Option 1: Manual Edit

1. Click the "Resolve" button (blue) beside the conflicting record.
2. Edit details inline and click "Done" when finished.

Option 2: Merging Duplicate Records

1. Click "Merge Users" beside the conflicting records.
   1. 
2. Two columns appear:
   1. The green highlighted column indicates the record that will be saved by default.
   2. Review both records to decide which information to keep.
   3. Click on the checkmark to shift the green highlight to fields you want to save.
   4. Click "Save" to merge the records.

Note: If conflicts look like unique records, consider returning to the database to manually adjust the entries.

4. Additional Tools:

Recalculate:

1. Fetches new conflicts from the Contact Database.
2. If a conflict is present in the database but not visible on the Conflicts tab, use "Recalculate".

Action Button:

1. Allows batch actions on selected records.
2. "Move to Attic" sends no longer needed records to a storage space.

Related articles

• Managing duplicate contacts
• How to export your Contact Database