Reporting on potential duplicate accounts and merged accounts

Quick Tutorial Full Training

Easily report on potential duplicates or those who have already been merged as duplicates.

In This Article 

Reporting on potential duplicate accounts

Although there is no report that details all potential duplicate contacts, you can export the duplicate contact list that iMIS generates at Community > Manage duplicates. Do the following:

  1. Go to Community > Manage duplicates.
  2. Click Export, then choose the export type.
  3. The list downloads in the selected file format.

Reporting on accounts that have already been merged

Use the CsNameLog business object to review accounts that have already been merged:

  1. Go to RiSE > Intelligent Query Architect > New > Query.
  2. (Summary tab) Enter a Name.
  3. (Sources tab) Add the CsNameLog business object.
  4. (Filters tab) Add the following filter:
    • Property: Sub Type
    • Value: MERGE

  5. (Display tab) Add the available properties:
    • Id - The ID of the contact that was merged and kept.
    • User Id - The username of the contact that performed the merge.
    • Date Time - Date and time of when the merge occurred.
    • Log Text - The two IDs that were merged and which was kept.
    • Log Type - Will return as CHANGE.
    • Sub Type - Will return as MERGE.

  6. Click Run.