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Combinar manualmente los contactos duplicados

Introducción

Combinar manualmente los contactos duplicados si desea mantener el control sobre el proceso de combinación. Cuando realiza una combinación manual, puede revisar duplicados y decidir fusionar o no fusionar cada registro de forma individual. Es posible que elija combinar manualmente duplicados si no está completamente seguro de la exactitud de los criterios establecidos cuando revisó duplicados, si su base de datos no es demasiado grande o ejecuta comprobaciones de duplicación frecuentes.

Instrucciones paso a paso

1 - Después de ejecutar el proceso de comprobación de duplicados, vaya a Admin> Limpieza de datos en la navegación maestra.

2 - Haga clic en Ver registros de contactos duplicados.

3 - Haga clic en Combinar manualmente junto a uno de los duplicados para ver el resultado antes de fusionar.
La información más antigua para la persona está a la izquierda, y la información más reciente está en la extrema derecha. El centro muestra lo que el registro de contacto contendrá después de la fusión.

4 - Haga clic en las flechas para ajustar la información en la columna central para asegurarse de que se mantiene la información correcta.

5 - Elija una opción de combinación:
 - Merge & View Contact: Completa la fusión y lo lleva al nuevo registro de persona.
 - Merge & Return to Search: Completa la fusión y te lleva de nuevo a la lista de registros duplicados.
 - Marcar como no duplicados: elimina los registros de la lista duplicada.

6 - Repita el proceso para cada duplicado identificado.

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