BOOKMARK DUPLICATE SCANNER HOW TO
BOOKMARK DUPLICATE SCANNER UPDATE

In this step, you determine which data, from all possible duplicates, will be kept on the 'main' account. The address of the 'main' account will be kept, and the address of the account to be merged will be added as an additional address to the 'main' account. This option should be chosen when both addresses in question are known to be correct. The address of the main account will override the merged address. This option should be chosen when the address matches on both records.

BOOKMARK DUPLICATE SCANNER HOW TO

In this step, you decide how to handle the addresses associated with possible duplicates. This page will be displayed if the accounts being merged have existing addresses. Select the appropriate operation for each possible duplicate, and click Next to continue with the duplicate merge. This option is only available when merging Individual Accounts, as Company Accounts cannot be in a household. This will add the account to the 'main' account's household. When you select this option, you will be prompted to assign a role to each account. This will keep the account as a unique account instead of merging it, and will allow you to define a relationship between the accounts. The account will continue to show up as a possible duplicate in later duplicate scans if you wish to merge them later. This exempts the account from the current merge operation. This option is selected by default for all possible duplicates, as it is the most common scenario. After the merge is complete, the account will be deleted permanently, with transaction and communication history added to the main account.

This means that the account's data will be combined with the 'main' account. Step 2 of 3 - What should we do with these matches?Īfter you have decided which account is to be considered the 'main' account (the account others are merging into), you must decide what to do with the rest of the possible duplicates. Select This is the main account, and click Next. You will not be able to select another account as kept until they log out. Note: If the account holder is currently logged in to one of the accounts, that account will automatically be selected as the kept account. The duplicate merge process has several steps: Marking two accounts as 'Not duplicates' will exclude them from the scan in the future.įor this example, we'll find a set of duplicates and click Compare Accounts. The Actions column lists the possible actions you can take with each set of matches, whether to Compare Accounts (if they may be duplicates or otherwise related in some way), or mark them as Not Duplicates (if you are certain they are not duplicates). The Most Recent Account Create Time column lists the date that the most recent account found in the scan was created. The Matched Accounts column lists the accounts that have been matched. The Matched Data column shows the specific piece of information that the matched accounts have in common. This page displays a list of matched accounts. To see the remaining results of your previous scan, just click the results number instead.

BOOKMARK DUPLICATE SCANNER UPDATE

Once you run each scan, Neon will update the duplicates found in last scan and last scan date. Continue through the prompts to manage each set of accounts. Once the scan has completed, you will be shown a list of results. To run a scan, click the Actions menu (three dots) in the row of the scan you wish to run and click Run Scan. This tool can be found here at Tools > Duplicate Management and scroll down to Duplicate Scan.įrom this page, you are given a list of possible duplicate scan criteria. The Duplicate Manager allows you to scan your database for duplicate accounts, merge duplicate accounts, and view your merged account history.

Bookmark duplicate scanner