11. Clients Duplicates

The Duplicates action identifies cases where a client registers more than once, typically using the same email or other key data. This can happen if a client forgets they already have an account or signs up again via different marketing campaigns.

Use Cases

• ByTracking viewingRe-Registrations
  View duplicates,duplicate youentries canto track how orunderstand why a client re‐registeredsigned up multiple times, whether due to forgotten credentials or different marketing campaigns.

• Maintaining Complete Client Records
  Ensure all client sign-ups are accurately tracked and maintainlinked to a completeprimary recordrecord, ofpreserving theira sign‐upfull registration history.

• NotIdentifying allDuplicate Accounts
  Only clients have duplicates—only those registeredwith multiple timesregistrations will appear here.in the Duplicates section, allowing for efficient detection and resolution.

How It Works

1. Automatic Detection

When the system recognizes that a newly registered client matches an existing client record, it flags the new entry as a duplicate.

2. Duplicates Icon

In the Clients list, some entries display a Duplicates icon.

Clicking this icon opens a page showing all known duplicate accounts associated with that primary record.

3. Details

The Duplicates page provides details such as email address, creation date, or any other parameters associated with each duplicate entry.

In short, Duplicates action helps you manage and consolidate multiple registrations from the same individual, preserving important information while avoiding confusion in your CRM.