Versions Compared

Version Old Version 2 New Version Current
Changes made by

MST

Ian RICKEBUSCH

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. In the “Organization” context, “Tools” module, verify that the duplicates detection batch is correctly scheduled on the ‘Batches programs’ menu.


    Info

     If there is no duplicate detection programming, it means that you haven’t used t


  2.  When you run the batch, an algorithm will check the contacts of the base in order to identify the contacts that can probably be duplicated. These contacts identified as potential duplicates will change into orange on the contact search screen.

    Info
    titleIndicators taken account by the batch for the identification of duplicates

    (lightbulb) Contacts with a zip code

    Those contacts that have the following identical elements are considered to be duplicates:

      • The role of the contact.
      • The SOUNDEX evaluation (phonetization feature of ORACLE) of the names and surnames of the individual contacts.
      • The first 35 characters of the standardised address (street number + type of road + street name).
      • The zip code with capital letters.
      • The country.
      • The name of the structure if the contact is associated with a structure (this is an optional element for the definition of the identifier for the duplicate).

     


    (lightbulb) Contacts without a zip code but with a mail address

    Those contacts that have the following identical elements are considered to be duplicates:

      • The role of the contact.
      • The SOUNDEX evaluation (phonetization feature of ORACLE) of the names and surnames of the individual contacts.
      • The main mail address (“Mail 1” field).
      • The name of the structure if the contact is associated with a structure (this is an optional element for the definition of the identificatory for the duplicate).


  3. In the “Contact” module click “Duplicates control” to find the potential duplicates identified by the system.
  4. If you click on a line, you could choose the information that you wish to retrieve after the merge and merge these two contacts or tell the system that that is a false-positive (= false-positive).


  5. After the merge, the contact selected as "head of the duplicate" is the one that will remain active and every entity related to the duplicated contact (including its history) will be attached to the head of the duplicate.
Info
titleDuplicates not detected by the batch

The batch might not identify some duplicates because the criterion

  1. First, enter the contact numbers of the contacts in question and click “Search” on the duplicates management interface. Then, the button “New” will appear.
  2. Click on the button and enter the contact number of the head of the duplicate (the one that you wish to keep).
  3. Do the same with the second contact.
  4. Merge your duplicates choosing which one you wish to keep.
    Multimedia
    nameDuplicate.swf

 

...


You could detect the duplicates of the structure type in the same way. You can find more information on this website!