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Exact Synergy Enterprise   
 

Searching for Accounts with Duplicate Contact Name

You can view the accounts receivable report by defining one or more of the following criteria

Introduction

This page allows you to search for accounts with contacts that have duplicate names. You can search for accounts by defining one or more of the following criteria.

Menu path

Customers/Report/Quality analysis/Doubles - Contacts

Roles & rights

All users can search for accounts with duplicate contact names.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Show

Click this to search for duplicate accounts based on the defined criteria.

Note: Once you have clicked this button, the name of the button will change to Refresh.

Refresh

Click this to update the results according to the defined criteria.

Reset

Click this to clear the search criteria.

Close

Click this to exit.

Description

Criteria section

Division

Type or select the division to search for the account with duplicate contact names belonging to the selected division. This is mandatory. For more information on divisions, see Overview of Divisions.

Classification

Type or select the classification to search for the account with duplicate contact names with the selected classification. You can leave this box blank to search for duplicate contact names with any classification. For more information on classifications, see Overview of Classifications.

Reseller

Select the reseller to search for the account with duplicate contact names with the selected reseller. You can leave this box blank to search for duplicate contact names with any reseller.

Account: Type

Select the type to search for the account with duplicate contact names with the selected type. Select one or more of the following:

  • Associate
  • Bank
  • Customer
  • Division
  • Lead
  • Not validated
  • Prospect
  • Reseller
  • Supplier
  • Suspect

For more information on account types, see Creating and Modifying Accounts. You can leave the check boxes blank to search for duplicate contact names with any account type.

Account: Status

Select the status to search for the account with duplicate contact names with the selected status. Select one or more of the following:

  • Active
  • Blocked
  • Inactive
  • Not validated
  • Pilot
  • Reference
  • Passive

For more information on account statuses, see Searching for Accounts. You can leave the check boxes blank to search for duplicate contact names with any account status.

Matched

Select the required option for contact names to be matched. Select First + Middle + Last to search for contacts that have the same first, middle, and last name. Select First + Last to search for contacts that have the same first and last name, or select Last to search for contacts that have the same last name.

Inactive

Select this check box to search for contacts with an inactive status that have duplicate names. You can leave this check box blank to search for contacts with any status that have duplicate names.

Match (Gender)

Select this check box to search for contacts that have duplicate names based on the gender of the contacts. Contacts with the same name and gender will be displayed. You can leave this check box blank to search for contacts with any gender that have duplicate names.

Customize

Click at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Show to exit without saving, or Reset to clear the selections.

Related document

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.403.121
 Assortment:  Date: 29-09-2010
 Release:  Attachment:
 Disclaimer

Attachments
ESNET-OH380-Searching for Accounts with Duplicate Contact Name02.doc 61.5 KB Download