Auto Run Contact De-Dupper

In TrialWorks Tips by trialworks

The Address Book for a Law Firm contains every single contact ever created. It’s essential to keep this Address Book up to date and avoid multiple duplicates and erroneous entries. The TrialWorks Admin should get into a habit of running the Automatic De-Dupper once a month to clean up duplicates.

How to Run Auto Run Contact De-Dupper

(Admin User Only)

Make sure users are not logged onto TrialWorks and have closed the program. We recommend running this feature toward the end of the day to ensure users are not logged on.

Start by selecting Admin Tools>Other Tasks

Select Auto Run Contact De-Dupper option

A Security Warning will pop up, click Okay and Run De-Dupper

Admin Tools Other Tasks Contact Dedupper

Contact Dedupper message

Contact Dedupper completion Messaage

TrialWorks Tip:

The Auto Run Contact De-Dupper option will only remove 100% true duplicates from the system. The Admin user has the option to always run the Manual De-Dupper to clean up contacts.

If you’re interested in learning about how to use the Auto Run Contact De-Dupper in TrialWorks, contact Training at 800-377-5844 option #2.