Identificar contactos duplicados


Después de la importación inicial de datos, debe ejecutar una comprobación duplicada para consolidar los datos. La herramienta de comprobación de duplicados identifica dos registros coincidentes a la vez según los criterios que seleccione. Es posible que necesite ejecutar la revisión de duplicados y combinar varias veces para identificar todos los registros duplicados en su sistema. Después de la importación de datos inicial, debe comprobar los duplicados de forma periódica. Esto evitará que la base de datos se inflame y le ayudará a asegurar que sus listas e informes sean exactos.

Instrucciones paso a paso

1 - Vaya a Admin> Limpieza de datos en el menú principal de navegación.

2 - Haga clic en Comprobar registros de contactos duplicados.

3 - Revise el resumen de Introducción al duplicado de verificación y haga clic en Siguiente.

4 - Elija a quién comprobar:
 - Todos los registros: comprueba todos los contactos, incluso si ya se han comprobado antes.
 - Todos los registros que no han sido marcados como duplicados antes: Comprueba sólo los contactos que aún no han sido identificados como duplicados.
 - Registros que no se han verificado: Omite todos los contactos que ya se han comprobado en algún momento en el pasado.

5 - Elija la lógica de comprobación y haga clic en Siguiente.
Revise el resumen lógico para comprender la lógica detrás de las etapas y los controles y el orden en que se ejecutan las comprobaciones. Desmarque todos los cuadros y seleccione los criterios que desea que el sistema utilice para identificar duplicados. El mejor criterio es absolutamente único para un individuo. En la mayoría de los casos, la dirección de correo electrónico es un buen identificador único.

6 - Haga clic en Aceptar para confirmar que está listo para que comience la comprobación de duplicación.

7 - El sistema ejecutará la comprobación de duplicados y luego le dará 3 opciones:
 - Ver la lista de registros de contactos que se consideran duplicados: seleccione esta opción para ver la lista de contactos duplicados.
 - Vuelva a limpiar más datos: seleccione esta opción para ver todas las opciones de limpieza de datos, incluida la combinación automática.
 - Haga clic aquí para ver todos sus contactos: Seleccione esta opción para ver una lista de todos sus registros personales (no sólo los duplicados).


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