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Looking for checkbox for potential duplicates

  • 1.  Looking for checkbox for potential duplicates

    Posted 10-10-2017 22:38
    Have a table of contacts (individuals) with roughly 200,000 records. For a national organization. We want people to be able to enter new individuals with similar names because there may be multiple people named John Smith. I am looking for a way to flag to me potential duplicates.

    Either making a new table and some sort of summarizing data up to that table. or a checkbox formula?

    I think here are the issues: we have many fields Full Name, First or Last Name etc.. I think I want to avoid Phone or email in the same lookups because people may not have entered a phone for one duplicate but did for a second one. 

    Potentially a few different lookups? Ones where full names are the same, one where phone numbers are the same, one where emails, one where address is the same. I could use this to narrow down the the most likly duplicates vs trying to look through 200,000 contacts.

    Looking for suggestions.

    Thanks Quick Base universe!

  • 2.  RE: Looking for checkbox for potential duplicates

    Posted 10-11-2017 03:30
    Here is an idea.  (Not perfect, but might help you narrow the list)

    Export the entire list to excel with the: Record ID# and Email.

    Use the excel function to "remove duplicates" based on the email.

    Then create a new column called [Unique Email Checkbox].
    After you have removed all of the duplicates, put the value of 1 in the new column.

    Then Import those records back with just the RID and a new checkbox field.  All your unique emails will have a checkbox checked.

    If you do this for phone numbers and possibly full names, you could get a pretty narrow list of contacts, that don't have any checkboxes check.  Now you know those are most likely duplicates, or not good information to begin with.

  • 3.  RE: Looking for checkbox for potential duplicates

    Posted 10-11-2017 16:02
    Ideally at the end of this you make the 'email' field be unique for all future contacts, and avoid having to consolidate.