Managing Duplicates
In your Qomon contact database, go to Engage > Contacts > Search duplicates:
๐ Before you start: To understand how Qomon detects duplicates, read this article
๐ Select your criteria
You can choose how to search two options for now:
Search all contacts โ Find possible duplicates across your entire database
Search a saved list โ Check only the contacts in a selected saved list
Limit search scope (coming soon) โ Narrow the search by specific rules or fields
You can refine the type of match:
Exact match โ Contacts must be identical
Similar match โ Allows for small differences (Only one field can be set as similar)
๐ก Use Add parameters to define which fields should be checked for duplicates.
๐ Duplicate search results
Once you define your criteria, click Search. Qomon will display groups of contacts it identifies as duplicates:
Note: If a group of contacts are not duplicates, click These are not duplicates to mark them as separate contacts.
๐ Start merging
Select the contacts you would like to merge by clicking Merge x contacts. On the merge screen:
Choose the main contact (the one you want to keep).
For each field, select the information you want to keep in the final record.
A preview of the final contact is shown on the left (highlighted in blue).
โ Finish the merge
When youโre satisfied, click Finish and merge.
The selected contact will become your final, complete record
Other duplicates will automatically be merged into it and deleted
Done! Youโll return to the Duplicate search results screen to continue merging.
Merging your duplicates keeps your database clean and reliable ๐ซง