Options – Duplicates Removal Tool

Whether by double-entry, repeated importing of data, or by accident, sometimes multiple records can be entered for a single borrower or partner in your BNTouch CRM. This can make record-keeping difficult, so you can check for any duplicated records in the Options Tab under “Duplicates Removal Tool.”

When you open the Duplicates Removal Tool, you will first need to click a button to search either your Mortgages or Partnerships database for doubled records.

When you do, the tool will search your records for similarities in the record name or email address. It will display any records with shared data, and you can use the information shown to tell which records to keep and which to remove. If you need to investigate further before taking action, you can click the blue record name to open the record in the Mortgages or Partnerships tab.

Once you are sure which records to keep and which to delete, check the boxes to the left of the unwanted records and click “Delete Records.” This will remove the records from your system. If you search for duplicate records using this tool and do not see any results, this means that no records currently share name or email information.