How to Find and Merge Duplicate Records in Repbox

V7 Instructions (Current)

1. Go to the desired module (e.g. Contacts)
2. Click the 3 dots on the left side → Merge Selected Records OR Find Duplicates
   • Merging selected records will allow you to choose multiple records via the selection box on the left side of the list view
   • Find Duplicates allows you to search for duplicates based on specified criteria
3. In the Merging Criteria Selection popup, choose the fields to compare (e.g. Last Name). Keep it to 4–5 fields max for best accuracy.
   • For different modules, specific fields might work best (i.e. in Contacts, use an email address or a mobile phone)

1. Click Find

Option A — Merge:

1. Select records under the Merge Select column and click Merge
2. Choose which information to keep from each record
   • This allows you to pick and choose which information is correct. You may also find a pencil as you scroll over a specific field that allows you to edit that field while merging records.
3. Click Save or Finish

Option B — Delete: Select the duplicate records using the checkboxes and delete them.

<aside> 💡

Deleting records is NOT a best practice as any related records will not be transferred to the new/kept record

</aside>

V6 Instructions