Duplicate Checking

In this article, you will attempt to create a new user of the same name.

1. Choose the New, User menu.

2. Enter the same contact details.

The Possible Duplicates window is displayed.

Possible duplicates are displayed in chronological sequence from the most recently updated to the oldest.

This screen is used to:

Combine multiple contact records into a single record.

Missing fields in the primary record are added in sequence from the other records.
Activities and notes from all records are merged into the primary record.
The Merged records are deleted.

Delete redundant records.

If the new record is actually different then you can continue and create the new record.

3. Click on the user’s name to cancel the duplicate check and display the user record.