👯 Improvements to Possible Duplicates
Tidy strives to make it as easy as possible to have a clean, well-structured contacts database - and to that end, we aim to make it as easy as possible to find, and tidy up duplicate contact records.
To that end, and following customer requests, we're rolling out a series of updates to our Possible duplicates page (which you can find for you club under Contacts > Possible Duplicates in the side bar from your club dashboard).
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What's new and fixed?
This brings the following new features and improvements:
- Find duplicates by Full Name, Contact Email, Contact ID Number, Phone or Company - This gives more ways than ever before to find possible bad data. Note that before we would show (but not find) what fields overlapped between the contacts - we'll shortly re-add that, to make it easier to find.
- Ignore duplicates! Have a batch of contacts which are completely different? Ignore the current set of them. If a new one gets added, we'll automatically show the whole set again.
- Working pagination and performance improvements - We've significantly sped up the time it takes to load the page when you have lots and lots of members and made sure that it now reliably paginates your results.
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Thank you
We hope this release will help make a big difference and would like to call out the following ideas from our customers that led to these improvements:
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Possible duplicate Contacts
Unable to load more than 25 per page (despite selecting 100 per page in dropdown menu); and not able to move beyond first page.
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Ignore a possible duplicate - that isn’t a duplicate
No way to ignore a possible duplicate - that isn’t a duplicate. So the system doesn't keep showing me it's a 'possible duplicate'
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Ability to select criteria for duplicate contacts
As right now TidyHQ has hardcoded what they believe is the unique criteria for considering what is a duplicate, this misses many items that users find are duplicates to them. For this reason, putting forth the suggestion to allow users to select which fields on a contact they consider to be unique in order to search for duplicate contact information. This would also solve the issue of TidyHQ showing duplicates that the user does not consider a duplicate. As of right now there is no way to mark something as not a duplicate Thank you!
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