Duplicated Organisations
The duplicated Organisations search form enables you to search for duplicated Organisations based on a range of Organisation Codes. You can also perform the search for all Organisations through leaving the From and To Code fields blank.
The duplicate search returns a list of duplicate Organisations based on any of these (with spaces and special characters removed):
- Email Address
- Business Phone
- Name: Deduplication Word Maintenance enables you to specify words that you want to have ignored during the duplication check.
The duplicate Organisations appear in the table. You can select the duplicated Organisation and maintain it by clicking the button, which opens the Duplication Maintenance form.
Duplication Maintenance
The Duplication Maintenance form lists all the duplicate records for the selected Organisation. You can perform these actions:
- Drill down on the duplicate and delete the record.
- If the record is similar but not a duplicate record, then you select the Non-dup option and save. This marks the record as a non-duplicate (for the selected Organisation) so that it will not be retrieved when you search on duplicates in the future.
- Click the Show Non-Dup button to view all records that were previously marked as non-duplicate, so that you can maintain the Non-Dup indicator.
Note:
- A duplication check is performed when a New Organisation is created through the Organisation Maintenance form.
- The Duplication Maintenance form can be accessed by clicking the Verified button on the Organisation Maintenance form.
- The Organisation Import script allows you to indicate how duplicate records should be processed.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Organisation From and To
Select the Organisation range you want to base the duplicated search on from the From and To search fields.
Duplicated Organisations Table
This table lists all possible duplicates for the Organisation codes you selected. The duplicate search is based on Email Address, Business Phone and Organisation Name.