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Check For Duplicate Members/Reps

Updated

Click here for a short video on checking for duplicate members. Click here for a short video on checking for duplicate reps.

Check for Duplicate Members

  1. Select Reports on the left-hand side.
  2. Click to open the Custom Member Report.
  3. Open the Contact Information section and select Company Name. On the right side of the page, under Selected Fields, change the primary sort to Company Name.
  1. Click Continue.
  2. Select the filters you wish to use for this report.
    • Select Active under Member Status if you only want to include active members or don't select any status to have all members regardless of their membership status.
  1. Scroll to the bottom of the page and click View/Print Report for PDF or select Download if you would like the report in Excel.

Check for Duplicate Reps

  1. Select Reports on the left-hand side.
  2. Click to open the Custom Rep Report.
  3. Under Member Contact Information select Company Name, and under Rep Personal Information, select Full Rep Name. 
  1. On the right side of the page, under Selected Fields, change the primary sort to "Full Rep Name" and the secondary sort to "Company Name".
  2. Click Continue. 
  3. Select the filters you wish to use for this report.
    • Select Active Reps under Rep Status if you only would like to include active reps.
  4. Scroll to the bottom of the page and click View/Print Report for PDF or select Download if you would like the report in Excel. You can Merge Member records and Rep records after checking for duplicates. 

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