Using Check for Duplicates

The Check for Duplicates wizard compares records in Infor CRM to determine if the data contains duplicates. The wizard creates a job containing possible duplicate data. You can use the job results to merge or remove duplicate data.

The system administrator and users with the appropriate role can access these features.

To run the check for duplicates, do the following:

  1. From the Tools menu, click Check for Duplicates.
  2. On the Select a Source screen:
    1. In the Select type of job field, select the entity type for which you want to check for duplicates.
    2. In the Group field, select the group of records within the selected entity type.
    3. Click Next .
  3. On the Search Options screen, select the filters you want the wizard to use when matching data.
    If you select a value, the data in both records must be an exact match to be considered a duplicate.
  4. Click Advanced Match Options to set additional match options. When finished, click OK.
  5. Click Next.
  6. On the Review screen, verify the selections for this job.
  7. Click Submit.
  8. To cancel an in-process job, click Abort.
  9. If required, click the Job Number link to open the Check for Duplicates History Detail view and view any potential duplicates.
Parent topic: Administration
Related topics