MCA Suite has a "Dupe Catcher" feature, which checks your entire MCA Suite instance for duplicate records.
To view duplicate records, go to the Admin main tab and then click on the the “Duplicates” tab on the left-hand navigation bar, as shown below:
I. Logic to Identify Duplicates:
The duplicates feature checks the following records for potential duplicated records:
1. Company
If any of the following fields are the same, a duplicate record is created:
Company Name
DBA
NOTE: Match is currently an exact match. If company name = “ABC, Inc” and someone else adds “ABC”, it won’t match it or flag as duplicate.
2. Contact (Person)
If both of the following fields are the same:
First Name
Last Name
AND one of the following is the same, a duplicate record is created:
Phone
Email
Here is a sample scenario to illustrate how the CONTACT dupe check works. Here are two records, one that is already in MCA Suite, and one a user has just created:
IN SYSTEM |
JUST CREATED |
|
First Name |
Joe |
Joe |
Last Name |
Murphy |
Murphy |
Company |
ABC, Inc. |
|
DBA |
Joe’s Diner |
|
Phone |
212-893-9000 |
917-688-0088 |
joe@gmail.com |
||
Website |
The newly created contact is NOT A DUPE, because only the first and last names match, and nothing else. If the phone number had matched as well, the record would have been flagged as a duplicate.
3. Deal
If both of the following fields are the same, a duplicate record is created:
Deal Name
Company
Here is a sample scenario to illustrate how the DEAL dupe check works. Here are two records, one that is already in MCA Suite, and one a user has just created:
ALREADY IN SYSTEM |
JUST CREATED |
|
Company |
ABC, Inc. |
ABC, Inc. |
DBA |
Joe’s Diner |
Joe’s Diner |
Deal Name |
New Location |
Expansion - Spring |
Phone |
212-555-4334 |
In this case, the newly created record is NOT a dupe. Both the Company Name AND Deal Name need to be the same in order for the record to count as a dupe. Since the Deal Name on the new record does not match, this record passes the dupe check (is NOT marked as duplicate).
II. How to Use the Dupe Catcher:
Add the record - company, contact person or deal - to MCA Suite. If it's a duplicate, MCA Suite will still permit it to be entered - we do not PREVENT record creation. The duplicate will simply appear on the Admin > Duplicate page, which Admin users are responsible for monitoring.
The example below shows a new deal with a merchant company added to MCA Suite:
Click Save and the new deal record is created:
As an Admin, I log in and navigate to the Admin > Duplicates page. Here I see all the current company, contact (person) and deal record dupes.
For each type, details about the new record are listed, such as the name, when it was created and by whom. There is also a link to view the original record for comparison.
Each record also has the option to be deleted (trash can) or kept (check mark). If you would like to delete the original, simply browse to that record and delete it. Then keep the new record.
I scroll down to the "Duplicate Deals" portion of this page. I see the deal that was just entered - it has the same deal name as the other deal for this merchant, so MCA Suite flagged it as a duplicate record.
