Search duplicate prospect records

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Search duplicate prospect records

This function will search for duplicate prospects based on the selected field. Select the field you wish to compare and then press the Search Duplicates button to give a results grid showing records with identical values for the search field selected. In the grid example below, we have searched for records with the same value for Address 1.


Once the process has been completed, the action can then be selected, either to delete the records or merge the details into the account code.


Once the operations have been selected, press the Process Changes button to delete or merge the relevant records.