Question
Duplicate CRM records are not flagging as duplicates in Deduplication, how do I fix this?
Answer
If you are ever experiencing the scenario where duplicate records are not flagging up as duplicates within;
CRM > Processing > Data Cleanse > Deduplication
This is most likely because either the duplicate records are not meeting the specified criteria for deduplication or at some point the records were flagged as 'Not Duplicates'
To see more on the specification for deduplication you can go here:
To summarise; For CRM records to flag as duplicates certain criteria must be met, this is matching Surname/Company Name and Postal Code, other optional criteria that is available to use when searching for potential duplication's include; matching First Line Address, Initials, Email Address and Mobile No.
If a record has or may have been flagged as 'Not Duplicate' in the past and now needs to show in deduplication for merging you'll need to make some amendments to the CRM record(s).
The best way to handle this would be to ensure firstly that the fields required are matching such as Surname/Company Name and Postcode - it is recommended to allow 24 hours for the system to pick up any changes made to the CRM record(s).
If however these records do meet the required criteria to flag in the deduplication report but it may have been reported in the system that these are Not Duplicates you'll then be require to make an amendment to the Surname/Company name or Postal Code of the CRM record(s) you wish to merge to the preferred record so that it is now different, leave it for 24 hours, then change it back so that it meets the required criteria and then leave it again for 24 hours at which point it will then flag in the duplication report (this is because the system only checks once every 24 hours for potential duplications).