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Filtering Duplicate Records

Use the following procedure to filter duplicate records.

NOTE:  You can use either standard or fuzzy query methods, depending on your needs. For more information about using fuzzy query, see Using Fuzzy Query.

This task is a step in Process of Merging Duplicate Records.

To filter duplicate records

  1. Navigate to the Administration - Data Quality screen.
  2. Click one of the following links:
    • Duplicate Accounts
    • Duplicate Contacts
    • Duplicate Prospects
  3. Click Query, enter your search criteria, and then click Go.

    The search results appear.

You now decide what you want to do with the duplicate records.

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