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

(Last updated on: August 31, 2023)

First, run a report of the duplications to a spreadsheet. That way you can refer back if you need to.

• • • (To run the duplications report, go to Mailing List | Utilities | Remove duplications and click Report of the duplications.)
  • In the left Duplications column, the number indicates how many duplicate records there are.

• Next, click the Remove duplications button.
• You can check by either address or email.
• For the address, 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.