Upon logging in, any duplicate Stakeholders and Properties are displayed on the dashboard.
To review these duplicates, navigate to the main Search area.
To run a duplicate search, click the icon pictured below (1).
Next, select which field you would like to run your duplicate search on for this Entity.
Stakeholder duplicate options
- None: The system is showing all Records that meet your search criteria. This is a standard Search.
- Names: The system displays only Records that have identical data in the First Name and Last Name field when compared to any other record.
- Organisation: The system displays only Records with identical data in the Organisation field when compared to any other record.
- Email: The system displays only Records with identical data in the Email field when compared to any other record.
NOTE: The duplicate search options will change depending on the Entity we are checking for duplicates.
For Properties, the duplicate search can be run on "Number & Name". This conducts a search in the system for all Properties that have an identical number and name combination.
Using duplicate searches, you can easily review any duplicates in your system, in preparation for merging.
After identifying duplicates, clean them up by merging.