Overview
Find Duplicates scans your contact list to identify potential duplicate entries. This helps you maintain a clean and accurate contact database.
How to Access
- Click on Contacts in the left sidebar menu
- Click on Find Duplicates
How to Scan for Duplicates
- Click on Find Duplicates
- Click the Scan or Find Duplicates button
- Wait for the scan to complete
- Review the results
Duplicate Detection Methods
- Email Match: Same email address
- Name Match: Similar first/last names
- Phone Match: Same phone number
- Company Match: Same company name
How to Set Detection Sensitivity
- Click on Find Duplicates
- Click Settings or Options
- Choose Strictness Level:
- High: Fewer matches, more precise
- Medium: Balanced (recommended)
- Low: More matches, may include false positives
- Click Save
How to Merge Duplicate Contacts
- View the duplicate pairs found
- Click on a duplicate pair to review
- Compare the information from both contacts
- Choose which fields to Keep from each:
- Click the radio button next to the value you want
- Click Merge or Combine
- The two contacts will become one
How to Mark as Not Duplicate
- View a potential duplicate pair
- Click Not a Duplicate or Skip
- This pair will be ignored in future scans
How to Bulk Merge
- Run the duplicate scan
- Check the boxes next to duplicate pairs you want to merge
- Click Merge Selected
- The system will automatically merge using the most complete information
Quick Reference
| Task | Steps |
|---|---|
| Scan | Find Duplicates → Click Scan |
| Merge Two | Click pair → Select fields → Merge |
| Skip Pair | Click Not a Duplicate |
| Bulk Merge | Select pairs → Merge Selected |