This chapter describes how to work with the Delete Duplicate Profiles. It discusses the following topics:

Overview
Explains what the Delete Duplicate Profiles functionality is used for.

Introduces the elements on the user interface of Delete Duplicate Profiles.

Gives instructions on how to find, modify, merge, and delete duplicate profiles.

When importing data or having multiple users maintaining data in one system, it is inevitable to cause duplicate records, which can affect sales, marketing, and auditing of your organization. To maintain the integrity of system data, it is necessary to check the records regularly to make sure that there are no duplicate profiles, contacts, and other type of records. Delete Duplicate Profiles functionality gives you the ability to detect and handle duplicate Profiles. It never automatically deletes any records from your system. You or your users choose what to do with potential duplicates.

Within the Delete Duplicate Profiles screen, you can set filters with an intuitive user interface; simple step-by-step setup ensures that users of all proficiencies are able to use the functionality. To detect duplicate profiles in the system, you have to create a filter to narrow down the selection and use profile fields for matching criteria. A filter is represented by selection criteria based on profile. It can have one or more conditions that are represented by the profile fields. Searching criteria consists of operators such as Direct, Initials, Telephone, First Number, Last Number, and Fuzzy Post Code.

When duplicate profile records are found based on your search conditions, you can review, delete, merge, and modify the duplicate records.