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

Previous ContributorPrevious Contributor
Former Community Member
 
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dwhite45
Valued Contributor

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

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Nancy
New Contributor III

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

 

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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

 

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22 REPLIES 22

Renee
New Contributor

Hi Donna - could you also send these steps to me? renee@aysplumbing.com

Previous ContributorPrevious Contributor
Former Community Member

Thanks so much! where exactly do I find them? I have searched all over the reporting tab of ST and have not been successful just yet. haha

dwhite45
Valued Contributor

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