If you have selected the Autosearch for Duplicates check box in the Shortcut iconMarketing Setup window, duplicates are automatically identified each time you enter a new contact.

You can also search for duplicates manually, for example, if you have not selected the automatic search for duplicates.

Before you can search for duplicates, you must set up search strings in the Shortcut iconDuplicate Search String Setup window. For more information, see How to: Set Up Duplicate Search Strings.

To search for duplicates manually

  1. In the Search box, enter Generate duplicate search string, and then choose the related link.

  2. On the Contact FastTab, enter filters to specify the information you want to use to search for duplicates.

  3. Choose the OK button to start searching for duplicates.

  4. To view the list of the duplicates, open the Shortcut iconContact Duplicates window. Here you can specify if the duplicates found are actually separate contacts.

  5. To specify that the contacts are actually two different companies, select the Separate Contacts check box.

    Leave the Separate Contacts field empty or clear it to specify that the contacts are true duplicates.

Important
If the contacts are true duplicates, the duplicates are not deleted. You will have to do this manually.

Tip

See Also