It occasionally happens that you create multiple customer files with identical values. These are duplicates. To find duplicates quickly and easily, we have developed a function for this: The Duplicate Finder.
In the Suggestions tab, all duplicate suggestions in your customer files are displayed.
Check the boxes for the duplicates you want to merge and click the green "Merge" button.
Duplicate Merge
After clicking on Merge, you will see a comparison of the customer files to be merged in the next step.
In our example, we have two customer files with identical first and last names but different email addresses.
At this point, you have the opportunity to verify the correctness of the customer data and select the correct data.
The data marked in green will be transferred to the new customer file.
Once you have merged all the duplicates the system has suggested, no further suggestions will be displayed.
Data Cleaning Assistant
With the help of the Data Cleaning Assistant, you can clean up your customer files. Customers who haven't been there for years or inactive files due to incomplete names can be removed at the click of a button.
There are three options available for you to choose from:
- Files that have no appointments and are older than... (Files that are older than the specified date will be removed from your customer database)
- Customers whose last appointment was longer ago than... (You also have customers in your database who haven't come to you for years. Using this option, inactive customers will be removed from the database.)
- Customers for whom no contact details (email address, mobile number or landline number) are stored. Select this option if you want to remove incorrectly entered customer files.
If you have selected one or more options, click the "Delete Customers Now" button.
This way, old, inactive and faulty customer files are quickly and easily removed from the database with the Data Cleaning Assistant.
Display Duplicates in Calendar
To simplify regular duplicate checks, you can display in the calendar which customers of the day have duplicates. This is shown with a small note in the area of the current date:
To activate this function, you can select the option "Display duplicates per day in calendar" in the Settings tab of the "Duplicate Finder" module.