ID433
App Utility to Fix Duplicates - Contact & Item Records (De-Dup App)
Output Type: App
This App is to merge or deactivate duplicates in eAutomate. We started with Items, then added Contacts but plan to expand to customers, etc.
For Items we will find what we believe are duplicates and allow a quick process for merging, ignoring or making inactive. Unlike the current eAuto merge routine which does nothing with the item number, vendor number, or vendor number history of the old item, so all of those are lost. This App will push all those numbers to the vendor history of the item record they were merged into.
For contacts, we use a points system to suggest duplicates and the App will auto merge while allowing you to choose which fields from each merged contact remain.
Suggest you run our process to Make inactive before merging, ID337 for Items, ID479 for Contacts (Choose Tag of Make Inactive).
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID479 | Mark Contact Records Inactive | Use to mark Contact Records inactive before reviewing for merging in ID433 App | No |
| ID337 | Mark Item Records Inactive | Use to mark Item Records inactive before reviewing for merging in ID433 App | No |
| ID735 | Checks existing contact records for duplicates | REQUIRED for Duplicate Contacts in ID433 App | No |