For performance reasons, the grid displays each duplicate group and its corresponding MatchKey one at a time. Compare the information from each individual record in the duplicate group to determine which ID to use as the Retain ID and which records should be kept, merged into the retained record, or deleted.
Duplicate Merge Manager uses temporary and permanent tables to store information on duplicate groups and the actions to be performed for these groups. When you run the Find Duplicates process, the results are stored in temporary tables. If you run the Find Duplicates process again or close the Duplicate Merge Manager session, this information is lost. The sequence numbers in the temporary tables are reset to begin at 1 and are reused each time the Find Duplicates process is run.
To save the information for a duplicate group, while viewing the group on the Action tab on the Manage Groups view of the Duplicate Merge Manager window, click Save. The group information and any specified actions are saved to the DMM permanent tables. The saved group information and specified actions can be recalled later by clicking Saved Groups and these groups can then be managed and merged.
When you save duplicate group information, the group is assigned a sequence number. This sequence number is permanent and does not change when Duplicate Merge Manager is closed and then restarted. Sequence numbers are never re-used, even after the duplicate group which was assigned the sequence number has been merged and no longer exists. For example, if you run the Find Duplicates process and duplicate groups 1 through 5 are returned, these groups are stored in the temporary tables as sequences 1 through 5. If you manage group 5 and save this group, a message displays informing you of the group’s new sequence number (in the permanent tables). If the group’s new sequence number is 17, it retains this sequence number when Duplicate Merge Manager is closed and then restarted. After all saved groups have been merged, the sequence numbers in the permanent tables do not restart at 1, but continue to increment. For example, if the last saved group was assigned sequence number 17 and all saved groups have been merged, the next group you save will be assigned the sequence number 18.
Group tab in Manage Groups view on Duplicate Merge Manager window
From Customers, select Manage duplicates, click Manage Groups, and select the Group tab. In this example, the Find Duplicates process found a total of seven possible duplicate groups. The first group is displayed.
Group tab
Select this tab to view the groups and records within the groups you have created. The group includes the records associated with each group and the name and address information for each record. To view more information about the individual records in a group, click Choose Columns and select the additional fields or columns to display.
Action tab
After viewing the records in a duplicate group, select the Action tab to select the record to retain, the addresses to keep, the addresses to use for preferred mailing and preferred billing, the records to merge into the retained record, and the records to delete. The records in a duplicate group can also be retained without any changes.
Duplicate y of z
(read only) Displays the number of the currently displayed group (y) and the total number of duplicate groups (z).
Sequence#
(read only) Displays the sequence number of the currently displayed group.
First Group button
Displays the first duplicate group.
Go To Group button
Displays the DMM GoTo Sequence Number window, where you can enter the sequence number of a duplicate group to review.
Previous Group button
Displays the previous duplicate group.
Next Group button
Displays the next duplicate group.
Saved Groups button
Used to load the duplicate groups that were saved to the permanent tables during the current or previous 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 Duplicate Merge Manager sessions are not accessible until you click the Saved Groups button.
About button
Used to display the About DMM window. Duplicate Merge Manager version information displays in this window.
DMM GoTo Sequence Number window
Click Manage Groups and click GoTo Group
Enter Sequence Number
Enter the sequence number of the duplicate group to review.
GoTo button
Used to display the specified duplicate group.
If the specified duplicate group does not exist, a message displays stating that there are no more Duplicate Groups to display.
To find specific duplicate groups
1. From the Manage Groups view on the Duplicate Merge Manager window, click GoTo Group to display the DMM GoTo Sequence Number window.
2. Enter the sequence number of the duplicate group to review in the Enter Sequence Number field.
□ If a non-numeric value is entered, a message displays indicating that the sequence number must be numeric. Click OK and enter the sequence number.
3. Click GoTo to display the duplicate group.
□ If the group does not exist, a message displays indicating that there are no duplicate groups to display. Click OK, enter the correct sequence number, and click GoTo.
Choose Columns view on Duplicate Merge Manager window
From Customers, select Manage duplicates, and then select Choose Columns
Choose Columns
Select the additional record fields to display on the Group tab on the Manage Groups view of the Duplicate Merge Manager window from this list. If a + symbol is displayed to the left of the table name, click the + symbol to expand the table and view all available fields.
Note: The Name.WORK_PHONE and Name.HOME_PHONE fields can be selected for display.
Note: User-defined tables used in Find Duplicates, Manage Groups, and Choose Columns must have an index on the ID field.
Field
To display a record field on the Group tab on the Manage Groups view of the Duplicate Merge Manager window, select the field in the Choose Columns list and copy it to the Field list using one of the following methods:
■ Double-click the field.
■ Select the field and click >.
■ Drag and drop the field onto the grid on the right side of the window.
Cancel button
Used to cancel the selections you have made on the Choose Columns view and display the Duplicate Merge Manager window.
Build Columns button
Used to save your record field display selections. Your selections are saved and will be used when viewing records on the Group tab on the Manage Groups view of the Duplicate Merge Manager window until you specify a different set of selections on the Choose Columns view of the Duplicate Merge Manager window and click Build Columns again. (The specified set of Choose Columns selections are retained when the Duplicate Merge Manager is closed and then restarted.)
Saved Groups button
Used to load the duplicate groups that were saved to the permanent tables during the current or previous 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 Duplicate Merge Manager sessions are not accessible until you click the Saved Groups button.
To view additional fields in individual duplicate records
You can view other record fields in addition to the name and address fields.
1. Click Choose Columns to select additional columns to display in the individual grids.
2. Select the additional field to view using one of the following methods:
□ Double-click the field.
□ Select the field and click >.
□ Drag and drop the field onto the grid on the right side of the window.
3. Repeat the process to view additional fields.
4. Click Build Columns to store the selected fields in the iMIS System_Params table with the ParameterName value of DuplicateMergeFields. A message displays indicating that your selected columns have been saved.
5. Click OK.
6. Click Manage Groups to display the Manage Groups view on the Duplicate Merge Manager window. The + button displayed to the left of the ID column indicates that additional fields were selected:
7. When you click the + button displayed to the left of the ID column, the additional fields expand so that they can be viewed.
Note: If you click Choose Columns again, the previously selected fields are not saved. You can select different fields to display, or click Cancel to retain the previously selected fields.
Note: When you select a different duplicate group to view or click Manage Groups again, the new fields you selected can be viewed for each record by clicking the + button displayed to the left of the ID column.
Note: The name of the table associated with each Chapter is displayed in a legend at the bottom of the grid area.
To print the Duplicate Group List
You can print the list of duplicate groups, which lists the sequence number, Match Key, and Retain ID (if a Retain ID is specified) for each current duplicate group. The user must have a Customers authorization level of 8 to print the Duplicate Group List.
The duplicate groups you are currently viewing, whether the result of running the Find Duplicates process or of clicking Saved Groups, are printed on the Duplicate Group List.
■ Click Print Duplicates on the Duplicate Merge Manager window to print the Duplicate Group List.
Note: Clicking this button will print the iMIS Duplicate Merge Manager – Duplicate Group List, regardless of the setting specified on the Report Destination window.