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12. 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

    1. Tracking Re-Registrations
      View duplicate entries to understand why a client signed up multiple times, whether due to forgotten credentials or different marketing campaigns.

    2. Maintaining Complete Client Records
      Ensure all client sign-ups are accurately tracked and linked to a primary record, preserving a full registration history.

    3. Identifying Duplicate Accounts
      Only clients with multiple registrations will appear in the Duplicates section, allowing for efficient detection and resolution.

How It Works

As soon as a new registration matches an existing email (or another unique identifier), the system flags it as a duplicate behind the scenes—no manual setup required.

2. Duplicates Icon

In the main Clients table, any row with flagged duplicates displays the Duplicates icon in the Actions column:

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

3. Details

Interface (42).png

Clicking the icon takes you to a dedicated Duplicates screen for that primary client. Here you’ll see all associated accounts lined up side by side, with:

Callout Field Description
1 Email The duplicated email address.
2 Description Key metadata (e.g., affiliateID, deskLabel, projectKey) to distinguish each record.
3 Created Timestamp of when each duplicate account was first created.

Next Steps: Resolving Duplicates

    1. Audit Each RecordRecord:

Click into individual client profiles to compare personal details, activity logs, and transaction history.

  • Merge or DeactivateDeactivate:

Merge: Consolidate contacts, balances, and documents into the primary profile.


Deactivate: If merging isn’t appropriate, deactivate the extra accounts to prevent confusion.

  • Monitor Over TimeTime:

Periodically revisit the Duplicates view to catch new re-registrations and ensure ongoing data hygiene.

Conclusion

By leveraging the Duplicates feature, you can:

    1. Keep your client database clean and reliable

    2. Preserve a comprehensive history of every registration

    3. Prevent fragmented support or billing records

Regular use of this tool ensures that every client interaction is tied back to a single canonical profile—boosting data accuracy and operational efficiency.


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