Learn how MRI Vault helps you identify and manage duplicate contacts using both bulk and individual tools.
This article covers:
- Run a bulk duplicate check
- Check for duplicates on a single contact
- View recently merged or ignored contacts
Run a bulk duplicate check
- Go to: Contacts > Duplicate Check
The system will begin scanning for potential duplicates.
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Refresh your browser to view the results
- Once refreshed, the system will display matched contacts based on Name, Email, and/or Phone
Note: A maximum of 1000 records is displayed at once.
- Click Resolve next to any duplicate group to begin reviewing.
A new screen will open where you can:
- View each contact
- Check the attached notes
- Choose to Merge, Ignore, or Delete the duplicates
- If merging, select the details you want to keep. MRI Vault will automatically retain all phone numbers and email addresses.
- Click Merge Now to complete the process.
Note: The Recently Merged Contacts list is user-specific and only shows contacts that you personally merged.
Check for duplicates on a single contact
This method is ideal for progressive clean-up as you work through individual contact records.
- Go to: The contact card
- Click Options > Duplicate Check
MRI Vault will scan for potential duplicates of that contact.
- Click Resolve to review the results
A new screen will open where you can:
- View each contact
- Check the attached notes
- Choose to Merge, Ignore, or Delete the duplicates
- If merging, select the details you want to keep. MRI Vault will automatically retain all phone numbers and email addresses.
- Click Merge Now to complete the process.
View recently merged or ignored contacts
MRI Vault tracks your recent duplicate management actions.
- Go to: Contacts > Duplicate Check
- Select the Recently Merged or View Ignore List
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Recently Merged - View contacts merged in the last 30 days
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View Ignore List - View duplicates you’ve chosen to ignore in the last 60 days. You can also unignore them from here
To change how long duplicates are ignored:
- Go to Settings > Account Details
- Tick the option to ignore duplicates indefinitely if preferred
- Click Save/Update