Auto Merge Option for Contacts

When we install a customer's ZonePro SQL data we separate out all the owner names from the property data and then run a routine to automatically seek out duplicate names and consolidate those Contact File records. Because this process happens without any user intervention we use a very conservative matching method, only merging Contact records that have the same First Name, Last Name, Street Number, and Street Name fields. Now this same function is available within ZonePro itself. From the Contact File Upkeep section in Maintenance you can click on an "Auto Merge" button to get to a new screen that shows you how many records match the strict duplication standard and allows you to merge all of those records with a single click. This is not an option you will run very often but it makes very short work of the process. It is useful to check it anytime you have added a lot of new names to the Contact database, such as after using the Compare Module.