Duplicate Client Report

The details below were included with our Inspire by STX v4.3 update in Summer 2025

Duplicate Client Report

The Duplicate Client Report helps you quickly identify and merge duplicate client profiles in your system. You can print or export for reference.

How to Generate the Report

1. Select report by:
   • Duplicates by Name
   • Duplicate by Email
   • Duplicate by Mobile Number
2. Click Generate
   

The report will display potential duplicate pairs based on your selection, along with each client’s Created Date.

Understanding the Results

• Each row shows two potential duplicate clients side by side
  
• Rows alternate in light and dark blue for easy viewing
• Each new pair appears on a separate row

Columns include:

• Client Name – First and last name
• Email Address – Primary email on the client profile (if added)
• Mobile Number – Mobile number on file (if added)
• Date Created – When the client profile was created
• Merge Clients – Merge icon to combine duplicate profiles

Sorting  Options; You can organize your results by:                             

• Sort By:
  • First Name (A–Z)
  • Last Name (A–Z)
  • Email Address (A–Z)
  • Mobile Number (ascending order)

Merging Duplicate Clients                                                              

1. Locate a duplicate pair in the report
2. Click the Merge icon
3. A new tab will open with the Merge Window
   

In the merge window:

• Choose which information to keep from each client profile
• You can only select one value per field (e.g., one email, one phone number)
• You can also choose which client photo to keep

4. Click Merge to complete the process
   

Once merged, you will be redirected to the newly combined client profile.

Note: You can only merge two clients at a time.

Reminder: Review each selection carefully before selecting the merge icon.

Idea: To modify required fields, visit setup > Setup Client Preferences

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