In the course of processing a marketing action, several contacts relating to the action may be collected for very different reasons. It cannot be excluded that especially person contacts are assigned twice directly or indirectly via the company assignment. In connection with telemarketing, however, It should be guaranteed that no duplicates exist.
In the tabs for contacts, you can search for all duplicates in the contact assignments of the case (Telemarketing / events). JustRelate CRM recognizes contacts that are assigned more than once and marks them. Afterwards, these duplicates can be removed from the assignment. The Show multiple assignments function additionally helps you find all duplicates in the assignments. You should always use the function prior to creating correspondences.
You can then use the Delete Duplicates function to clean up the list. This function also checks the response data (mail locks, status, ...) maintained at the duplicates, and which indicates contradictions, so that they can be removed manually.
- Open a marketing action.
- Switch to a tab for contacts.
- Execute the Show multiple assignments function from the function bar.
- Use the Delete duplicates function if necessary.
- Check if any of the data records in the tabs for contacts are crossed out and highlighted in color. Those records are duplicates that can be deleted safely, i.e., without losing the assignment to the contact.