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In
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the Organization context, within the
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Contact module, you can find the
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Indicators taken account by the batch for the identification of duplicates
Contacts with a zip code
Those contacts that have the following identical elements are considered to be duplicates:
- The role of the contact.
- The SOUNDEX evaluation (phonetization feature of ORACLE) of the names and surnames of the individual contacts.
- The first 35 characters of the standardised address (street number + type of road + street name).
- The zip code with capital letters.
- The country.
- The name of the structure if the contact is associated with a structure (this is an optional element for the definition of the identifier for the duplicate).
Contacts without a zip code but with a mail address
Those contacts that have the following identical elements are considered to be duplicates:
- The role of the contact.
- The SOUNDEX evaluation (phonetization feature of ORACLE) of the names and surnames of the individual contacts.
- The main mail address (“Mail 1” field).
- The name of the structure if the contact is associated with a structure (this is an optional element for the definition of the identificatory for the duplicate).
Duplicates control menu: Here you'll be able to search for potential duplicates identified by the system (Duplicate state* = Potential).
Among others, you can filter them by probability: You can safely merge any duplicate with a probability of being a duplicate over 80%.
If you click on the number of a line of potential duplicates (if you click elsewhere it's going to open their contact file), this screen will be displayed:
Here you can
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choose the information that you wish to
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keep after the merge
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or declare a "false positive" (aka. two contacts that are not real duplicates): The buttons "Merge" and "Flag false duplicates" are on the top of the screen.
After the merge, the contact selected as "
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Top of
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duplicate" is the one that will remain active
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. Every element linked to the
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contact that will be merged will then be attached to the
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"Top of
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Duplicates not detected by the batch
The batch might not identify some duplicates because the criterion for the detection does not store any data. However, you as a human can notice a duplicates pair. What can you do?
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duplicate": sales, cultural, shipment, financial histories; contact connections of all types (structures, individuals, relays...).
Note on the deduplication of structures and relays:
- If the Duplicates detection batch has been set up to detect structure contact files, the button "Including structure contact" will appear in the Check for duplicates menu.
- You can merge structure and relays according to the same principle as individuals. However, it is important to take into consideration that relay duplicates are only identified when they are attached to the same structure.
- When two structures are merged, you will have to wait for the batch to be run again to be able to see the potential relay duplicates resulting from the merger of those structures.
Finally, sometimes you might be able to identify a duplicate that hasn't been detected by the batch. Here's what you can do:
- First, in the "Check for duplicates" menu, introduce any criteria to make a search: the button “New” will appear.
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- Remark: eventhough no results will come up, go ahead to click "New" to manually find your duplicate contacts.
- Click on "New": A pop up screen will be displayed, and you'll be able to:
- Search for the "Top of the duplicate" (the one you wish to keep)
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- and
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You could detect the duplicates of the structure type in the same way. You can find more information on this website!
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Eléments pris en compte par le batch pour l'identification des doublons
Contacts avec adresse postale
Sont considérés comme doublons les contacts dont les éléments suivants sont identiques :
- Le rôle du contact
- L'évaluation SOUNDEX (fonction de phonétisation Oracle) des noms et prénoms du contact individuel
- Les 35 premiers caractères de rue (numéro de rue + type de rue + nom de la rue) normalisée
- Le code postal en majuscules
- Le pays
- Le nom de la structure dans le cas où le contact est associé à une structure. (Cet élément est facultatif pour la définition de l'identifiant pour le dédoublonnage.)
Contacts sans adresse postale mais avec adresse email
Sont considérés comme doublons les contacts dont les éléments suivants sont identiques :
- Le rôle du contact
- L'évaluation SOUNDEX (fonction de phonétisation Oracle) des noms et prénoms du contact individuel
- L'adresse email principale (champ email 1)
- Le nom de la structure dans le cas où une structure est associée au contact. (Cet élément est facultatif pour la définition de l'identifiant pour le dédoublonnage.)
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- Search for the "Duplicate" (the one you want to merge).
- Click on the "Merge" button at the top of the screen.
If a contact has been previously marked as a false positive, you will not be able to find it while setting up a new duplicate since the contact is linked already to a previous contact:
- Search either under "Potential" or "Incorrect Duplicate" duplicate state:
2. The previous link will show up as a result, click on "delete" to remove it:
3. Once this process is completed, you will be able to setup your manual link as explained on the paragraph above from this article.
To continue with this training unit, click here to learn about the contact file.
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Doublons non-détectés par le batch
Il arrive que le batch ne détecte pas certains doublons car les critères de détection ne sont pas remplis. Ceci dit, en votre qualité d'humain, vous détectez qu'il s'agit bien d'une paire de doublons. Que faire?
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