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ID735 - Duplicate Contact Records Overview & Sample

This alert is used to check your existing contact records for duplicates. This way you can minimize the confusion when a contact record is created twice. It will trigger on same last name, email address, etc. or 'nearly the same' for instance 'Sean' vs. 'Shawn' or near-duplicate phone numbers. It is designed to strictly report duplicates within your contact database. The 1st run we provide a list after that we will notify the creator if that box is checked. Also see ID444 which is designed to review the list of contacts created that day. It sends a list of contacts created in eAutomate today to a specified user who is in charge of reviewing those and merging any duplicate contacts that might have been created. This also helps with training on best practices for creating contacts and will help identify the user that needs more training.

Sample:

(eAuto version 17.1+ now shows users potential duplicate records at the Contact Record screen. The advantage to the CEO Juice alert is it lets you know proactively of potential duplicates; whereas, within eAuto you need to be in the ContactRecord to see possible duplicate contacts.)

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