Sage ACT! - Faster Duplicate Checking

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Faster Duplicate Checking

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A couple of suggestions.

Firstly, am I the only one who thinks that the default duplicate checking on three fields (Company, Contact and Phone) is unlikely to detect duplicates in the real world? Are two people going to enter this information, especially the phone number, in exactly the same way? Personally, I usually suggest that the phone option is deselected and the default is Contact and Company or even just Contact.

Secondly, could we have the duplicate warning message pop up immediately after entering data in the field (s) and not after trying to save the whole record? For routine data entry I would like to have the duplicate settings using a single field, Contact, and I would like the warning to appear as soon as I heve entered a duplicate contact name, not after I've spent five minutes filling out the rest of the record.

Jeff

Comments

Good ideas... as always. Trevor.

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YES - please. I just went through the process of deleting 20 duplicate contacts. What a drag. As long as ACT has been around, I'm very surprised this is so cumbersome.

For example:

- I start duplicate scan, and then it says"found some, want to clean them up"....I', thinking derrrrrrrr.....why ask?

- then after I select to of the same guy, do the copy, delete the one...at that point I want to go back to the scan list and do two more. This seems obvious.

- a faster way should be provided such as selecting PRIMARY and SECONDARY in the scan list. Then push a button to execute the whole thing in batch.

Thanks

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by on

I routinely devote a portion of my day to deleting duplicate contacts. There are two problems that should be resolved to help this happen:

1) Exclude results with blanks or nulls - I don't need to see everyone that doesn't have an email address when I am doing a dup email search!

2) Allow "fuzzy" logic matches, and not just soundex matches either but abbreviations for companies. (i.e. "company name, Corp" and "Company Name, Corporation" will NEVER match).

We have tried multiple duplicate checkers, and the results still need to be eyeballed because there is no reliable product for this.

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