You can check whether a particular customer or company has potential duplicates in the system. Once you have identified potential duplicates you can decide whether or not to merge the records into one.
Choose one of the following:
Go to Front Desk > Population > Customers or Companies.
Go to Administration > Population Settings > Customers or Companies.
Enter details for the customer/company and click Search.
Select the customer/company that you want to view.
Click Show Like Customers or Show Like Companies.
If the system identifies potential duplicate customers/companies, choose one of the following:
To merge the duplicate customers/companies into a single record:
Click Merge under the name of the customer/company that you want to merge.
On the Merge Customer Values page, choose which field values to keep in the merged customer/company.
Click Merge.
To exclude the customer/company from future searches for duplicate records, click Exclude under the name of the customer/company to exclude.
To leave things as they are (future searches for duplicate records will continue to return this same customer/company), click Ignore All.
Search for and consolidate duplicate customers