How to Scan for Duplicate Records
1. In ACT!, Tools | Scan for Duplicates.
2.
This will generate a lookup of all the contacts that have
identical matching duplicate criteria. For this lookup,
you can copy and paste data from one record to another and
then delete the so-called bad or duplicate record.
3. Remembering that the duplicates have to match exactly on
the fields you have determined to be duplicate matching, you
can modify these to better scan for duplicates. To do
this, Edit | Define Fields.
4. This will open the Define Fields
dialog box. Once in there, click the Advanced
tab.
5. On the right hand side, choose the fields you
would like to match the duplicates on. Once you have
completed your database cleanup, you would want to go back
into this section and select the original fields you had set.
As always, if
you should have any questions regarding this Tip, or anything
else involving ACT!, please call the ACT! Specialists of
CRM
Coaching at 440-944-ACT1.
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