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Duplicates

Reports → Duplicates (/reports/duplications) finds contacts that are probably the same person or company: the same phone, the same email, or a very similar name. Use it after an import, or when search shows two cards for one customer.

Duplicates report

What to do with a match​

  1. Open both contacts and check phone, email, tax ID, and balance.
  2. Choose the card you want to keep. That should be the one with the correct name and the history you trust.
  3. Merge. Documents, payments, visits, messages, and reminders move onto the card you keep. The other card is removed from the normal list.
  4. If they are not the same person, leave them. Similar names are not always duplicates.

Merging cannot be casually undone. Check the balances before you confirm. Two real customers who share a family phone should not be merged.

Permissions​

View, create, edit, delete, and print. Create and edit here mean running a merge, not inventing a new contact. You still need contact edit rights for the records involved.

Tips​

  • Import the file once. A second import of the same sheet is the usual way duplicates appear. See Excel import.
  • A match on name alone is weaker than a match on phone or tax ID. Open the cards before merging.
  • After a merge, search for the old name. It should land on the card you kept.