Remove duplicate records (Mailing list | Utilities | Remove duplications)

(Last Updated On: February 22, 2019)
  1. First, do a backup in Wintix:
  • Go to Tools | Backup | Backup data

NOTE: A backup generally takes two to five minutes – do NOT close the black DOS window or the backup will be incomplete. When the backup is finished,  the black window will close and you will see a message telling you the name of the file and where you can locate it on your computer.

  1. Now, go to Mailing List | Utilities | Remove duplications

dupes 2

  • Wintix will look at the zip code, the first letter of the last name, and a condensed version of the address.
  • If all of those match a record, the record will be marked as a duplicate and removed from the file.
  • The sales history from the record that is removed will be merged with the record that is kept.
  • The record that is kept will be the record that was entered into your database first.
  • The duplications that are removed are not really gone. They are put into an inactive table. You can search for these duplications the normal way with a generic search.
  • Look in the lower left corner and click on the Search the inactive customers table radio button.

 

Also:

Learn how to merge duplicate customer records.

Learn how to delete customer records.

 

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1 Response to Remove duplicate records (Mailing list | Utilities | Remove duplications)

  1. Pingback: Run a report of duplications to a spreadsheet | Center Stage Software Help Desk

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