GENERAL ADMINISTRATION
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      Monthly Merge check for Firm Administrators

      Maintaining your contacts list

      We recommend all firms perform a monthly merge check to ensure the Contacts list is maintained in a tidy manner. The easiest way to identify any duplicate profiles which have been created during the course of the month is to download a .csv file of your Contacts list and use the "match duplicate values" function in Microsoft Excel to quickly identify any double-ups.

      Quick identification of duplicates using Excel

      1. From your firm workspace go to Clients>Contacts.

      2. On the left-hand side ensure the following filters are selected

        1. Type = Person

        2. Nature of contact = Client / Contact

      3. Select the "I would like to..." dropdown menu and select Export list (CSV).

      4. Open the Excel file when the download is complete.

      5. Select the header for Column A to highlight all cells containing client names.

      6. Navigate to the Conditional Formatting menu.

       

      7. In the Conditional Formatting menu select Highlight Cell Rules then Duplicate Values. You will then be asked to confirm your selection. Select yes and you will find all duplicate contacts are now highlighted in red.

       

      8. Return to Connectworks, locate these clients in your Clients>Contacts list, search for each highlighted contact and complete the merging process to combine the duplicates.