Using Focus3

Removing Duplicate Contacts

A function to detect duplicate Contact records runs each time a new Contact is added and when the "Detect Duplicates" link is clicked on the Edit Contact page.
A code exists for each Contact that consists of the first 4 numbers of the address, the first 5 letters of the last name, and the first 3 letters of the first name.
All of these codes are compared against one another to find any suspected duplicates
To preserve critical information, Focus3 does not allow Contacts with Tour or Sale Actions attached to be deleted by the Duplicate function.
Only Users who are the assigned Sales Exec, a Sales Assistant for the assigned Sales Exec, or with the "Manage All Contacts" Permission have the ability to access the "Duplicate" field and the "Detect Duplicates" link on the Contact Details page.
Users with the "Generate Reports" Permission may generate and view the "Possible Duplicate Worksheet" report.

To check for possible duplicate records for a selected Contact:
1. Access the desired Contact's Contact Details page.
2. Click the "Detect Duplicates" link, located beside the "Duplicate" field, to display the Duplicate Detection page. All suspected duplicate Contacts will be listed by First Name, Last Name, City and State. Clicking on the First Name or Last Name will display the Contact Details page.
To check for possible duplicate records for the entire Property:
1. Click on the "Admin" tab to display the Admin page.
2. Click on the "Online Reports" link to display the Online Reports page.
3. Click on the "Possible Duplicates Worksheet" report to display the Report Parameters page.
4. Select the desired format and click the "Run Report" button.
To remove a duplicate Contact record:
1. Access the duplicate Contact's Contact Details page.
2. Select the "Yes" value for the "Duplicate" field.
3. Click the "Save" button to schedule the Contact record for deletion. All duplicate contacts will be removed during the next maintenance run.