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Duplicate Removal Walkthrough

2/9/2009

We take a walk through the two ways to remove duplicate contacts in MRSware, the Duplicate Contact Wizard and the Remove Duplicates function in the listings.

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Users can update the System Type on multiple Contacts (or Companies) all at the same time:

1) Go to the Contact Listing (or Companies), or use the Search → Contacts menu option to pull up a list you are interested in. Filter and sort that list as desired to find the group you want to update.

2) Multi-select the Contacts, then right-click on any selected contact and choose Bulk → Update Types.

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Manage Contact Types

2/9/2009

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Users with the appropriate permissions can edit existing, add new, and delete unused System Types. All of these functions are performed by accessing the Manage Contact Types from the Go To menu.

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Duplicate Removal Walkthrough

Bulk Update Types

Manage Contact Types

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