The ‘Find Dups’ (Find Duplicate records) button has been added to the navigation buttons on the Referrals List page. This new button is used to find possible duplicate records to the selected record in the grid. Here’s how to use it:
- Select a record in the Referrals List grid
- Click the ‘Find Dups’ button. A new page opens and displays the possible duplicate records. The results grid includes the ReferralsID number which may be used to quickly locate that record in the Referrals List page.
This feature compares 3 different groupings of fields. First it combines the Client First and Last Names, and compares that to all records. Second it looks for duplicate phone numbers in any combination of the Home, Work and Cell Phone numbers. Last, it looks for any duplication of the Email Address. If any of those 3 categories has a match it will be listed in the results page.
To watch a 3-minute video about this button, click here.
June 19, 2014 at 8:39 pm
Should also search for partners name. Actually, I wish the current search would look at both client and partners names at the same time.
September 18, 2014 at 11:57 pm
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