The Duplicate Customers report is designed to identify potential duplicate customer records. It is a good starting point when looking to clean up your customer database.
To run the report:
- Navigate to Reports > Customers > Duplicate Customers.
- Use the Starting and Ending Letter fields to limit the report to a range of customers based on last name. Leaving these blank will check the entire customer base for duplicates. Depending on the number of customers and duplicates, this could take a very long time. Also, the resulting report may be very long. If that is the case make a plan to make this more manageable by attacking it a few letters at a time.
- The Comparison Options radio button works in conjunction with the checkboxes below it to control how the report searches for potential duplicates:
Match Any
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Display customer records as potential duplicates if any of the criteria checked below matches.
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Match All
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Display customer records as potential duplicates only if ALL of the checked criteria matches (i.e. exact match).
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- Select your criteria and click OK to generate the report.
- Each customer will be listed in bold with potential duplicates showing beneath them.