Exact Globe

Maintaining duplications

Introduction

There may be times where there are duplications of accounts in your administration. These duplications can be eliminated at CRM/Processes/Doubles.

Description

You can filter the duplications that you want to display by specifying one or more of the following criteria and click Display. The duplications that match the criteria you have specified are then displayed.

Criteria section

Type

Select a type to display duplications of the selected account type.

Status

Select a status to display duplications of the selected account status.

Resource

Select a resource to display duplications that are linked to the selected resource.

Subsidiaries

Select the Subsidiaries check box to display duplications in children accounts.

Match section

Name

Select the Name check box to display duplications in account name.

Address line 1

Select the Address line 1 check box to display duplications in address line 1.

Post code

Select the Post code check box to display duplications in post code.

City

Select the City check box to display duplications in city.

Telephone

Select the Telephone check box to display duplications in telephone numbers.

VAT number

Select the VAT number check box to display duplications in VAT number.

Bank account number

Select the Bank account number check box to display duplications in bank account number.

Chamber of Commerce number

Select the Chamber of Commerce number check box to display duplications in chamber of commerce number.

Buttons

Display

Click Display to display the duplications of accounts based on the specified criteria.

If there are duplications of accounts in your administration, the following will be available:

Refresh - Click Refresh to update the overview based on the specified criteria.
Export - Click Export to export the overview to Microsoft Excel.
Recode - Click Recode to recode the selected duplicate account or merge the account with another account.
Parent account - Click Parent account to view and modify the parent account which is linked to the selected account.
Card - Click Card to display the financial transactions of the selected account.
Delete - Click Delete to delete the selected account.
Close - Click Close to exit.

Close

Click Close to exit.