Find out how to easily manage duplicates in your firm.
Laylah constantly analyzes your data to detect similar contacts.
Contacts with a very high level of similarity are automatically grouped together, while contacts that appear similar are added to the list of potential duplicates to be validated.
Manage potential duplicates from the dashboard
When Laylah has detected potential duplicates to be validated, a notification shows you the number of potential duplicates in the notification area.
- Click on the Review button in the notification area.
- Select a potential duplicate to review from the list and consult the comparison table to determine whether you approve or reject the grouping.
- Click on the Approve or Reject button to confirm your choice.
Manage potential duplicates from the Data view
- Click on the Data button in the main menu.
- Click on the Decisons button in the left-hand vertical menu.
- Follow steps 2 and 3 above to complete the process.
Individuals and organizations are shown separately in the list of potential duplicates, as it is not possible to group an individual with an organization.
It is also possible to group 2 contacts that you have rejected. See the article Group 2 contacts manually to find out more.