Today we are excited to introduce a new piece of functionality within FiXi of something that has been requested frequently by you, the users. It’s the ability to find duplicate customers and consolidate them and keep your database clean.
The adoption of online registrations using SportFix has been been fantastic but allowing customers to register themselves onlinne can cause duplications in your database. If you haven’t heard about online registrations you should defiantly take a look.
Our system constantly scans your customer records to identify potential duplicates. The system looks at names, email addresses and phone numbers etc and if it believes it might have found a match it flags it for your review. Note that customers are never automatically consolidated.
Customers that are potential duplicates are displayed in the customer duplicates list. After selecting a particular customer from the list potential duplicates will be lined up side by side allowing you to select the most correct field values from the different contacts to end up with one final merged contact.
It is possible that an identified duplicate is not actually a duplicate so you can easily tell the system that it’s not a duplicate customer and the system will remember so it never flags these two customers as a potential duplicate. Check the video below to see how it all works.
If you have any feedback or having any issues please contact us firstname.lastname@example.org.