Identifying and Managing Duplicate Company Records
Noticing the same company name appearing twice? It might be a duplicate record.
To ensure the user’s workflow and avoid the chaos, Twozo offers a feature for manging the duplicate company records. You can review the list of potential duplicates to merge or delete records as needed. This process helps to maintain a clean and organized database by eliminating redundant entries.
To identify and manage duplicate company records in Twozo, follow these steps:
- In the company list view. Click the ellipsis icon (three vertical dots) in the top right corner.
- Select Manage Duplicates from the dropdown menu.
- Choose Companies to view a complete list of all duplicate companies identified.
- Review the list of potential duplicates based on exact matches in the Company Name field.
- Click Review to compare the potential duplicates which appears one below the other. You will be prompted to select which data to retain.
- Choose the company to be retained and click the Merge button. The remaining data will be merged with the selected primary company.
- Clicking Dismiss will temporarily remove the company from the duplicates list. However, if a new company is later created with the same name, the duplicates will reappear.
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