48 lines
2.7 KiB
Plaintext
48 lines
2.7 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
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<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
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<script runat="server">
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protected override void Init()
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{
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PageTitle = PageCaption = "Deleting duplicate contacts";
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MetaKeyWords = "duplicate contacts, eliminate duplicates, merge contacts, duplicate contact details";
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MetaDescription = "CRM. Eliminate duplicate contacts by merging them";
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}
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</script>
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<div class="main_buscall_container dataBackup">
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<div class="MainHelpCenter">
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<h1 class="subHeaderFeaturesCaption TipsCaption">Deleting duplicate contacts</h1>
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<div class="keyword_block">
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<ul>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-crm/onlyoffice-crm.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/delete-duplicate-contacts/delete-duplicate-contacts.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/merge-contacts/merge-contacts.ascx" /></li>
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</ul>
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</div>
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<p>Maintaining a contact list within the CRM module it might happen that portal users add the same contact details several times. After finding duplicate contacts, you can eliminate them in a few easy steps. Please see the instructions below.</p>
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<h2 id="BareBonesInstructions">Bare Bones Instructions</h2>
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<p>To eliminate duplicate contacts, please follow the easy steps below:</p>
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<ol class="instructions">
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<li>Enter your portal using your login details.</li>
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<li>Click the <b>CRM</b> link on the start page.</li>
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<li>The contacts list will open by default.</li>
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<li>Find the duplicate of the original contact in the list using the available filters.</li>
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<li>Click the needed contact to open it.</li>
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<li>Press the <img alt="Actions icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/tipstricks/actionsicon.png")%>" /> icon and select the <b>This is a duplicate</b> option.</li>
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<li>In the opened 'Merge Contacts' window, find the original contact.</li>
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<li>Click the <b>Start Merging Contacts</b> button.</li>
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</ol>
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<p>After that the both contact details will be merged under the caption of the original contact.</p>
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<h2 id="HelpfulHints">Helpful Hints</h2>
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<h3>Can every portal user perform this operation?</h3>
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<p>To get rid of the duplicate of the original contact, you need to have administrator rights or have access to both the original contact and its duplicate.</p>
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</div>
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</div>
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