Duplicate Contacts Report

Overview

Streamline your database by reducing unnecessary, duplicate contacts. You can merge contacts together as one entry if they share the same selected criteria.

Note that merging contacts cannot be reversed. You can take a backup of your data before using this report, if required.

Learn more in How to Manage Contacts.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the Duplicate Contacts Report.

To run the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Go to Contacts > Duplicate Contacts.
    • You can choose to Group Duplicates By:
      • Email
      • Name
      • Position
      • Department
      • Mobile
      • Home Phone
    • Note that if you choose multiple details to group contacts by, they are grouped by the first detail selected in the drop-down. Selecting multiple details only returns results that have both of those details matching. For example, if you select Email and Name, the report displays all the individual contacts that have both matching names and emails.
  3. Enter a specific contact under Search if required.
  4. Click Search.

To merge contacts, select the contact that you want to merge all of the grouped duplicate contacts into, and click Merge Selected Items.