Duplicate Report

Use this report to identify potential duplicates. When you use this report, you compare a query of accounts against your entire eTapestry database. We recommend you use this report for account that have recently been added or modified.

When possible duplicates are identified, they are listed in pairs. The first account is from the query used to run the report. The first account is mostly likely the more accurate account. The second account is the mostly likely possible duplicate from the database. For each account, only the most likely duplicate is shown. To find all possible matches, run the report multiple times.

For each pair of possible duplicates, determine what should be done.

• Merge These Accounts — Access the account merge page, which enables you to select how the accounts should be combined.

• Link these accounts — Create a relationship between the two accounts.

  Note: Once you link relationships from the Duplicate Report, the duplicate pairing no longer appears in the report.

  Tip: You can also link accounts from an account's Account Settings page. Select Check for Possible Duplicates to view duplicate accounts.

• Not Duplicate Accounts - Place an exception on both accounts. The exception ensures that the accounts will no longer appear as possible duplicates. The exclusion appears on each account's Account Settings page.