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The Duplicate Function allows you to specifically search for duplicate entries in your customer database.
The Search Function
For duplicate searches, some criteria are preselected, which we recommend: first name, last name, postal code, street, house number, and email. You can adjust your search by checking or unchecking the boxes. To start the search, simply click on Check.
If duplicates are found, you can mark one of the duplicate entries as a Zombie Record. To do so, click on .
If you want to save the conversation notes of the customer you are marking as a zombie record and transfer them to the other customer’s file, make sure to link both customer files. To do this, click on in the customer file of the customer who will remain, and link the customer files as described here.
Duplicate Warning When Creating a New Customer
When a new customer is created and their address matches the address of an existing customer, the automatic address verification warns you of a potential duplicate.