The Contact deduplicator is our tool to remove duplicate Contacts from iCFM. Over time you may have multiple records for the same contact and it can become a tedious task to remove all of the duplicates.
Follow these steps to de-duplicate your contacts:
- Menu > Admin Options
- Open the Contact Deduplicator
- Select a letter from the Duplicate Contacts drop-down
Any Contacts with duplicate entries will appear below with the number of dupes shown - Select the Contact you want to deduplicate
The Contact records will appear to the right along with Status and Company information - Select a Contact Record from the right-hand panel
- Choose from the actions below:
Master - This record becomes the Master record for this Contact
Merge - Information from this record will be merged into the Master Record
Ignore - This record will be unaffected by the deduplication process - Repeat steps 3-6 as required
- Press Perform De-duplication to complete
Records marked as Merge will be removed from your Contacts
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