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

These instructions are for both Wintix 6 and 5

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.

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

• NOTE: You may wish to run a list of duplicate records before you remove them. (Click on the Report of the duplications button first.)
• If you are on Wintix 6, you can run a report of the duplications to a spreadsheet.

• 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.