Duplicate Contacts

The results shown in this Dext Precision insight are your GL contacts that we’ve identified as potential duplicates.

This can happen if you create a new contact during the process of inputting an invoice or similar, and miss the fact that the contact already exists.

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Review these, you may dismiss any which aren’t true duplicates, clicking the name of the contact will take you to Xero/QBO to amend them. The transaction count should give a good indication of which contact has had more activity.

Xero guidance on merging contacts can be found here.

QBO guidance on merging contacts can be found here.

Dismissals

Each duplicate contact can be ‘dismissed’ – this means that Dext Precision will no longer count that combination of client names to be a potential duplicate. Dismissed items do not contribute to the Health Score. Any dismissed duplicates can be viewed by selecting dismissed from the filter at the top of the screen, where you can then review and undo any accidental dismissals.

You can dismiss multiple duplicates at a time by selecting ‘Select All‘ above the list, or by using the circular checkbox on the right of the card (on the right of the Dismiss button) on all duplicates you would like to dismiss, and then click ‘Dismiss (X) Suggestion(s)‘.