Customer List Page
On the customer list page you can see the new field duplicate check status. It displays the result of the current duplicate check cycle. (“Pending” for waiting to be checked, “done” for check complete, “in check” for a in check status) Also you can see the duplicate solution status. It displays if customer reunion is pending.
The duplicate check can be executed manually under the menu item Process.
Just like in the customer list, you can see the duplicate status on the customer card.
Customer Duplicates List
In the Customer Duplicates List, you can see all cases in which the duplicate check has become active.
You will be shown the number and name of the corresponding new customer entry, as well as the number and name of the existing contact for which the matching was high enough.
In the Data section you can see all the fields that have been checked for matches.
The fields that match are displayed in red.
In the Process menu, you can choose whether you want to merge the customer cards. Either keep the new customer, the old customer or choose to add them as separate customers.