What is a duplication Wizard?
In Cirrus Shield, some records are considered duplicates according to certain criteria set by the user. For example: Two contacts who have the same email. In this case, these records are considered a duplicate because the email address has already been used.
The purpose of the deduplication wizard is to merge duplicate records.
Access the deduplication wizard
You can access the deduplication assistant from any object.
Let’s take the Contact Module as an example:
- Click on the Duplication Wizard button located in the actions menu on the top left:
Choose the criteria fields
1- The administrator can choose one or more criteria fields when defining the duplicates:
2- You can select 2 criteria fields: “Country” and “First name” as criteria for identifying duplicates, the system will search for all contact records which have the same Country and the same First name. For example: France and Roland
3- If you select 1 criteria field: First name, click on the “Find duplicates” button
4- A list of all duplicate records will be displayed.
Merge duplicates
You can display the duplicate records in alphabetical order or by number of duplicates by clicking on the column name.
The total number of conflicts is the total number of duplicate records of the chosen criterion. In this case 43.
For example, we can see that the first name Robert exists 7 times.
Merge all the people with the first name Robert so that they become 1 record. In order to do that:
- Click on the ”View” button to display the results and all the information for contacts with first name Robert.
- Then select the contacts to merge. You can choose everything to merge or choose a number.
- Choose 3 records to merge
- Then click on next.
A merge table will appear where the administrator will have to choose the main record and the duplicates to delete:
If you choose record #1 as the main record, you will find the information related to this record below (Salutation, Title, Last Name, Extension …).
You can even choose to modify certain information by adding information of another record such as the Title of record 2, Last name of record 3.
In the first gray column you can see the result of the merger performed.
- Click on the ”Merge” button
An alert will appear to confirm the merger of these records
As a result, contacts and their related objects will be transferred to the main record and this merge action cannot be undone.
- Click on the ”I understand, Merge now” button.
You will receive a header note showing that these records have been successfully merged.
You may receive an error message if there is an error.
Note that the table displays a maximum of 2000 duplicates. A small star will appear in each line in case records are missing. These records exist but are only not displayed.
- Click “Finish” when you complete your merge..
You will be redirected to the initial window of the deduplication wizard.
