Tuesday, August 14, 2007

Multiplicity (merge duplicate records)


Doug Kinney #3: You know how when you make a copy of a copy, it's not as sharp as... well... the original.

Learn how to deal with double entries in Efficy.

A very good way to screw up your database is to keep duplicate records in it. Duplicates are cards that have been inputted twice or more. This happens when working with several colleagues on the same files (when someone doesn't check the search results properly before adding a card) or when a lot of synchronizations are running with Outlook Contacts or PDA's.

However, to run queries on your data or to send mailings, your database needs to get clean. The Merge Duplicates tool helps you detox it.

You can view the duplicates that Efficy has detected, using the Tools menu:

In the list, click the name of the doubles to select which values are to be kept in the final card:

You might find duplicates when navigating in Efficy. Therefore, you can start merging duplicates from many lists in Efficy. Simply click the menu button in front of the first card and choose Merge duplicates... then do the same for the second card:

And in search windows, there is a button available in the results window:


Try it out!

Rachel

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