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Publishing Version


Duplicate Checking Projects

Duplicate Checking Projects

Although Publicity Assistant sometimes checks to see if added contacts already exist in a list, it is possible to have duplicate entries. To check a project for duplicates, open that project and select the Tools tab. At the top of the page you will see three items relevant to dupe checking – the Dupe Check button, the Similarity Scale, and the blue criteria box:

Figure 1


The Similarity scale determines how Publicity Assistant will identify dupes. As you slide the white bar to the left, records need only have a few items partially match for them to be considered duplicates. As you slide the bar to the right, they must more closely match. The blue box to the right of the Dupe Check button indicates the criteria Publicity Assistant will use to identify duplicate records.

If you find you are getting dupes which have little in common, try running the dupe-checker again with the Similarity Scale set further to the right.

Once you have set the Similarity setting, press the Dupe Check button. Publicity Assistant will search your project for duplicate contacts, and display them side by side in the project window:

Figure 2


At the bottom of the main Publicity Assistant desktop, the Publicity Assistant Duplicate Handler (figure 2) will appear.

Figure 3


In the project window (figure 1), you can peruse the records at a high level, and delete any which are duplicates. Each line of the window displays what Publicity Assistant believes are duplicate records, based on the criteria you chose before pressing the Dupe Check button. To delete one of the records from your project, click in the Delete column next to that record.

You may also select the automatic deletion tool in the Duplicate Handler. As you slide the control further to the right, Publicity Assistant becomes more aggressive in what is considered a duplicate. You will notice check boxes being checked automatically, indicating which records Publicity Assistant has marked for deletion. After you have made your selections, press the “save changes” button and the duplicates will be deleted from your project and the duplicate checker will close.

An easier way to view and delete duplicate records is to press the Edit pairs button in the Duplicate Handler (figure 2). Pressing this button creates a detailed side-by-side display of each duplicate, highlighting the differences in yellow:

Figure 4


You may now easily view all the information about each contact, and select one to remove from your list by pressing the corresponding DEL button in the top left corner of each record. You may also copy information from one record to the other by simply dragging the appropriate field from the first record to the corresponding field of the second record.

To move to the next record, you may press the Next buttons on your toolbar or you may also use the page down button on your keyboard. Conversely, to move to the previous record use the Previous button on your toolbar, or use page-up or the left arrow.

When you have completed your selections for deletion, you may either save your changes by pressing the Save Changes button in the Duplicate Handler, or cancel your deletions by pressing Cancel Changes, or by simply closing the Duplicate Handler toolbar.