Data Minder: Duplicate Contacts

Data Minder merges only Person contacts. To merge duplicate Company contacts, use the Windows Client.

General Information

If InterAction+™ recognizes a new contact has the same email address as a Firm contact, it considers it a Possible Duplicate These Possible Duplicates display for your review in the Duplicate Contacts tab (instead of being added to Firm contact list). During your review, you can choose to add it to the firm list, merge it with up to two other Firm contacts, or delete it.

To avoid system lags, don't run data processes in the Windows Client when you're resolving duplicates in CIM Data Minder.

To learn how data is handled/combined when contacts are merged, refer to How Merging People Contacts Combines Data.

Terminology

• Possible Duplicates are new contacts that InterAction+ has recognized as sharing the same email address with a firm contact. Instead of adding these new contacts to the Firm list, InterAction+ has listed them here for review.

• Possible Matches : Under each Possible Duplicate is a list of Possible Matches that InterAction+ has found in the Firm list.
  

Compare a Possible Duplicate Against Its Possible Matches

1. From the left menu, click Data Minder.
   
2. Open the Duplicate Contacts tab.
3. All Possible Duplicates display.
   

4. Optional: To narrow the possible duplicates by Contact Type, Contact Source, or List, click Filter and make your selection(s). The filters are immediately applied to the list.
   

   When a filter is applied within a folder class (e.g., Contact Type), the condition returned is OR. When a filter is applied to multiple folder classes (e.g., Contact Type and Working Lists), the condition returned is AND.

5. Expand a possible duplicate record to see the possible matches.
   

   Green text indicates data that's the same in both the Potential Duplicate and Potential Match. Black text indicates different data.
   

6. Optional: To see additional columns to help you determine possible matches, click Add/Edit Columns.
   
7. Carefully review the possible matches.
   

If...	Then...
The Possible Duplicate contact is not a duplicate of any Possible Matches, and you want to promote it to the Firm list...	Refer to Promote Contact to Firm List
You want to merge data from the Possible Duplicate and Possible Match(es) to create a new contact...	Refer to Compare and Merge
You want to delete a Possible Duplicate record...	Refer to Delete

Promote Contact to Firm List

1. Click Not a Duplicate.
   
2. The Promote Contact screen appears. The Associate company to this contact check box and likely associated company are selected by default. Either accept the default or make your desired changes.
   
3. Optional: If you want to Edit the contact details after promote, select the check box.
4. Click Promote.

Compare and Merge

Follow these steps if:

• The Possible Duplicate is a duplicate of Possible Match(es), and
• You want to combine data from each to create a single new contact.

The new contact will have a new unique ID and will have the current date as its creation date.

To learn how data is handled/combined when contacts are merged, refer to How Merging People Contacts Combines Data.

1. Select the record(s) you want to merge (no more than two).
   
2. Click Compare and Merge.
   
3. A compare screen arranges the data for the selected possible duplicates into columns. The leftmost column is the Possible Duplicate. Additional columns are your selections from the Possible Matches.
   
4. The data for the Possible Duplicate is selected by default. In the General and Phone & Address sections, change or add data from the possible duplicates columns, as needed. In the examples below, the contact's Job Title was changed and a Business 2 phone number was added.
   
   • If you need more information to help you determine the correct data to select, open the Profiles, Connections, and Additional Information sections toward the bottom of the screen.
     
   • If at this time you determine that a contact isn't a duplicate after all, you can click Not a Duplicate to end the merge process.
5. Click Merge.
6. A preview screen displays the new contact. The Associate company to this contact check box and likely associated company are selected by default. Either accept the default or make your desired changes.
   
7. Click Submit.

Delete

• You can delete a Possible Duplicate contact if you've determined that it's a duplicate of an existing Firm contact, and has no data you want to merge into the existing contact.
  

• You can also delete a Possible Match from this screen. This deletes the Firm Contact from InterAction+.