Is there a way to run a report that would show me duplicate customer profiles/or locations?

[dwhite45 · Accepted solution]

Yes, there is a duplicate customer and duplicate location report. I have them scheduled to get sent to me daily.

[Nancy · Accepted solution]

Here's how to do it in case anyone stumbles on this thread. 

[dwhite45]

It is on the way.

[bhazztar]

Hello Donna, would you mind sending me those instructions as well? Bryan@absolutecomfortcs.com

[dwhite45]

No problem. On the way.

[STACIMCD4544 · Accepted solution]

HI will you send me the steps to that report also??  I can't tell if I don't have permissions or what the heck!!  stacimcd4544@gmail.com

[dwhite45]

On the way. Hope it helps.

[lbasso]

Donna would you email your steps how to pull duplicate records to Liz@theplumberguy.com when you have time. Thank you!

[dwhite45]

On the way.

[dwhite45]

What is a good email address and I will send you the steps. You have to "Create a Report". Not too hard, but not sure if you have done it before. You can shoot me one if you would rather not post yours. donna@korrectplumbing.com

[AUTUMNAIRPMA]

Hi Donna! I would really love those steps if you could send them my way when you have free time! Thank you (: pma@callautumn.com

[dwhite45]

On the way.