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

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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

Nancy
New Contributor III

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

 

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vbarmore
New Contributor

I would also love the way to set up this report!!! Great work!! vbarmore@beipecos.com 

dwhite45
Valued Contributor

On the way. I sure hope this is helping.

fcchambers
New Contributor

I would love to have the details to get that report also! katie@tommysac.com

rgoit67
New Contributor III

Donna , would you mind sharing with me also please , I've been looking and don't seem to see it ! my email is robin@robisonplumbing.com . 

dwhite45
Valued Contributor

Sure. Give me a few. I will send it your way.

Can you also send this to me

dwhite45
Valued Contributor

Where would you like me to send it? Email me or give me your email address. 

donna@korrectplumbing.com

Hi Donna, would you mind sending me the steps to generate that report as well?  Its vicky@qualityairservices.com