Duplicate Contact Manager enables TeamConnect designers, developers, and other highly trained IT specialists to identify duplicate contact records. A Contact Sweeper Tool is provided allowing the tool users to select which duplicate contact records to keep and which contact records to remove from the system.
Contact Sweeper also allows for the redirection of existing pointers to duplicate contact records, to reference the contacts you choose to save. Duplicate Contact Manager may also be used to prevent end users from creating or updating contact records that are intentional duplicates.
Duplicate Contact Manager includes:
•A Contact Sweeper Tool that can identify potential duplicate contact records based on specified contact fields and sample contact data values.
•A duplicate contact checking option with a settings screen to select which contact fields should contain unique data across records. After duplicate contact checking is enabled, users will be warned when they create/update contacts with possible existing duplicate records.
Duplicate Contact Manager must be configured by a solution developer, but the Contact Sweeper can be invoked by any user who is granted the right to that tool.
It is recommended that you use Duplicate Contact Manager in the following order:
