From Customers, select Manage duplicates
Find Duplicates button
Used to access the Find Duplicates options. You can use the current DupMatchKey field in iMIS to find possible duplicate records, specify a new set of criteria for finding possible duplicate records, or specify two known IDs to merge.
Manage Groups button
Used to display the Group and Action tabs.
Group tab
Select this tab to view the groups and records within the duplicate groups that have been created. The group includes the individuals associated with each group, and each individual’s associated name and address information. The Status column indicates whether the duplicate record can be deleted (OK) or the reason why the record cannot be deleted.
To view more information about the individual records in a group, click Choose Columns to select additional fields or columns to display.
Action tab
After viewing the records in a duplicate group, select the Action tab. This tab allows you to select the Retain ID, the records that should be kept unchanged, the records that should be merged into the Retain ID, the records that should be deleted, the addresses to keep, and the addresses to use for preferred mailing and preferred billing. If you save a duplicate group to the permanent tables without specifying any actions for the group, the records in the group are not changed and the duplicate group still exists after a merge operation is performed.
Merge button
Used to run the merge procedure after you have determined which records are to be retained, merged, and deleted.
Choose Columns button
Used to select additional fields for viewing in order to evaluate possible duplicate records within a group.
Print Duplicates button
Used to print the iMIS Duplicate Merge Manager – Duplicate Group List, which lists the SEQN, Dup_Match_Key fields, and Retain ID.
Note: Clicking this button will print the iMIS Duplicate Merge Manager – Duplicate Group List, regardless of the setting specified on the Report Destination window.
Saved Groups button
Used to load the duplicate groups that were saved to the permanent tables during Duplicate Merge Manager sessions. You can then manage and merge these groups, as well as continue to find, manage, and merge new duplicate groups. Duplicate groups found and saved in previous sessions are not accessible until you click Saved Groups.
About button
Used to display the About DMM window. Duplicate Merge Manager version information displays in this window.