Product: MergeOmatic
Description: This solution describes how to find possible duplicates
Environment: All
Version: All

  1. Click to open the Duplicate Module  
  2. Click the Select Records button 
  3. Identify which constituents you wish to scan for possible duplicates

    All records - MergeOmatic will evaluate all records in the database that have either not yet been scanned, or else have been previously scanned but have been updated since their last scan
    Query - To evaluate just some records, select this option and click ... to select or create a query. The entire database is searched for possible duplicates to the records within the query
    Include records that have not changed since they were last scanned - Select this option to re-scan records that have been previously scanned and are unchanged since their previous scan

    The number of records in the queue is displayed on the main screen.

  4. Click the Scan button to begin the search. The number in the queue counts down as each record is processed. It also displays the name of the constituent currently being processed.
  5. Click the Pause button to stop the search - any records not yet processed remain in the queue so that you can pick up where you left off at a later time.

For additional information please refer to the MergeOmatic User Guide.