How to consolidate duplicate addresses

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Query


I have duplicate addresses in my addresses screen. How do I merge these addresses together?

 

Solution


From the Main Toolbar, select Contacts

Select the Global Addresses tab

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Select Find Matches, under Address Filters

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CAS 360 will display any duplicate addresses. The duplicate addresses will be grouped together so that they are easily identified.

A match is determined by multiple addresses' Address Line, Suburb and Country being the same.

The number of cases where the address is used will be displayed beside each address. 

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To consolidate the contacts, click .

The consolidation process will combine the contacts information together.

If there is a clash in address details, CAS 360 will use the information from the contact where the keep button was selected.

Example: Multiple contacts have different fax and phone numbers

CAS 360 will ask users to confirm the consolidation of the addresses.

This consolidation function cannot be undone.

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Click Screen_Shot_2020-02-06_at_10.25.35_am.png to continue.

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