Removes duplicate Contacts & Companies

• Process all contacts in your database or just the contacts in a specific group; or process all companies.
• Specify up to 6 fields to be used to match records to find duplicates (5 for companies).
• Specify whether records where one or more of the match fields are blank are to be ignored (recommended).
• Specify whether the most or least recently created/modified record is the record that will be retained in full.
• Selectively exclude records from the potential matches found by the program.
• Merge fields from records to be deleted into blank fields in the record that will be retained.
• If a non-blank field that is different than the value that is being kept is present in some field in a record to be deleted, record that field name & value to a note.
• Move all subsidiary data (Notes, History, Activities, Opportunities, Documents & Custom Table entries) to the retained contact/company.
• For merged contacts, retain Secondary Contacts, Company Links & Company/Group static membership.
• For merged companies, retain Contact Links & static Contact/Opportunity membership; and retain the dynamic criteria from one of the company records being combined.