ID735
Checks existing contact records for duplicates
Output Type: Email
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.
Related Alerts
| ID # | Description | Notes | Required |
|---|---|---|---|
| ID444 | List Of Contacts Created Sent To Designated User Assigned To Review Duplicates in E-Auto | ID444 is designed to review the list of contacts created that day. You can use it to identify duplicates or to set a standard of the info that is used to create a new contact. i.e. Always input first name, last name, phone # with area code, correct email addresses, etc. ID735 is designed to strictly report duplicates within your contact database. | No |
| ID305 | Validate Email Address Field on all Contact Records | ID305 will make sure your contact has a valid email and not something like www.gary@ceojuice.com.org | No |
| ID479 | Mark Contact Records Inactive | No | |
| ID926 | Checking existing Customer Records for Duplicates | No | |
| ID433 | App Utility to Fix Duplicates - Contact & Item Records (De-Dup App) | Use ID433 App to merge Duplicate Contact Records quickly & easily | No |
| ID767 | Missing AR Contact | No | |
| ID87 | New Service Call entered and no Contact with an Email was linked | ID735 will tell you if you are creating duplicate contacts | No |