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Is there a way to scan the data for duplicate entries?

I have to import some new contact lists where some of the customers may already be in the system and dont want to double up.

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  • Mark commented  ·   ·  Flag as inappropriate

    Thanks Andrew for that workaround. It would be nice if the quick filters worked for that view. Unfortunately you can't filter by Count of [field] or at least I couldn't figure it out :)

  • Andrew commented  ·   ·  Flag as inappropriate

    Hello,

    An alternative method, while not as sophisticated as our Classic platform feature, would be to use the Summary View (Grouped By view) to sort, and then count to find duplicate entries. Steps to use this method are as follows:

    1) You can create a new field that concatenates different values that you want to find duplicates on. For example, you can create a calculated text field that pulls together the name of the individual and the email - the concatenation is completed with an ampersand in the middle: e.g., {Name} & {Email} So, we would be searching for duplicates where both the Name and Email match.

    2) Now, a new view can be created - to group and count values with this new field. This is called a Summary View. Create a new view on the table, and on the Format tab, select this new calculated field in both dropdown boxes: (Apply a calculation and Group your results) and ensure that the calculation to be performed is "Count"

    3) The output will be a collapsed grid and click on the second column to sort by the Count. Now, any entry greater than 1 means that there is a duplicate record for the criteria that was used in the new field.

    4) Each record will have to be deleted manually, perhaps by opening the record in a new tab and selecting Delete

    Please contact us if you have any additional questions!

    Thanks,

    Andrew

  • Anonymous commented  ·   ·  Flag as inappropriate

    The Community version of TrackVia had the "Find Duplicates" function and it was very easy to use...and I used it often to double-check my work! With the new version it would, again, be a very useful tool. Please bring it back!

  • John McGarvey commented  ·   ·  Flag as inappropriate

    A suggestion is to export your table to Excel, then use Conditional Formatting to find duplicates of a specified filed.

  • Anonymous commented  ·   ·  Flag as inappropriate

    Hi Alex, its to avoid duplicates going in but also to go through the system and clean it out too. As the data came from a mess of a database I am sure there are quite a few in there already.

    Updating the matches will be a problem as our existing records will hold different data so we would not want that overwritten and notes from the other database mixed in with ours.

    I was hoping for an option like the Access Find Duplicates query where the results are laid out one on top of the other then you can manually decide how to handle the merge.

    Thanks

    Rod

  • Alex commented  ·   ·  Flag as inappropriate

    Hello,

    This is a great enhancement suggestion that is on our radar for our product team. Currently, finding duplicates is not a native feature in TrackVia yet. We will be sure to pass along this request to our development team and will keep you informed as this enhancement progresses.

    It sounds like the goal in this case is to avoid creating duplicates. To do this, you'll want to select the Update and Add option when importing the excel file. This option will queue TrackVia to match the existing records in TrackVia to the records in the excel file, update the matches to reflect the data in excel, and any excel record that doesn't have a TrackVia match will be created as a new record.

    Regards,

    Alex

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