Keeping your database clean is essential, so the system checks for potential duplicates when adding properties. If duplicates already exist, you can manually review and merge them using the steps below.
Step by step
Properties can only be merged if they are of the same classification (e.g., residential, commercial) and if the current property status is either Appraisal or Prospect/Not Currently Listed. Current Listings cannot be merged until they have been settled or withdrawn.
1. Go to Properties > Duplicate Check
2. The system will then display all potential duplicate properties
3. To begin cleaning up these potential duplicates, click Resolve on the right-hand side
4. This will then populate a new screen where you can review the potential duplicates, including the option to view the property or activity log
5. Once you have reviewed all properties, you are then able to choose to Merge, Ignore or Delete the property(s)
6. Once you have selected your desired options, you may then click Merge Now
7. You can then view and open all merged properties (Within the last 30 days) via the Recently Merged tab
8. Alternatively, if you have chosen to ignore a duplicate, these will populate in the View Ignore List tab, where you are able to open or unignore
Properties ignored will be placed on the ignore list for a sliding period of 60 days. This can be modified to ignore duplicates indefinitely by going to Settings > Update Account Details > Tick the below.