Eagle has a feature that will allow you to manage duplicate contacts in your database as a way of assisting you with keeping your database clean.
This feature will give you a full list of all of the suggested duplicate contact files the software has found in your account based on things like the contact name, email address and/or contact number.
This article will give you instructions on how to access your duplicate contacts manager and information regarding the actions you are able to select based on how you want to manage these contacts.
How to access your Duplicate Contacts Manager
From your CRM page select the 'Contacts' tab from the left hand side menu
Once in 'Contacts' use the arrow next to the 'Add New Contact' button at the top of your page to receive menu options.
From this new menu select 'Manage Duplicates'
Which actions to select
When merging your contacts you will be given the option to decide whether you want to;
Merge duplicate contacts using the 'Review' action
Assign a 'Spouse' contact relationship using the 'Spouse' action
Dismiss the duplicate suggestion using the 'Dismiss' action
Review
This would be used if the software has picked up two contact files as a possible match based on having the same or similar contact names and/or contact information such as phone and/or email and it is determined that this IS a duplicate contact. In this case, click the 'Review' button. Once you have done this you will see both of the contact files side by side display their contact information and be asked to select which contact you would like to keep. To make your selection, simply click on the contact that you will be keeping.
The contact file that was selected will be determined the 'winning' contact, meaning this will be the contact file that is kept.
The contact file that is not selected will be determined the 'losing' contact, meaning all the information stored in that contact file will be transferred to the 'winning' contact and the 'losing' contact will be deleted.
Spouse
This may be used in the case that two contacts have been picked up as a possible duplicate due to having the same contact information such as the email address and/or contact number, however, the contact names are different (often in the case of spouses sharing contact information). In this case, rather than merging these contacts into one file, they can stay as separate contacts but be linked together through a contact relationship instead.
Dismiss
This may be used in the case that two contacts have been picked up as a possible duplicate because the contacts have the same name and/or similar contact information (eg. John Smith and John Smith), however, these are different contacts and as such should have separate contact files. In this case you would 'Dismiss' this suggestion rather than merge these contacts.
For any further assistance with this please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]