Detecting and resolving duplicates
Nutshell's unique card interfaces help to prevent duplicates as you create new items. As you type in a name, Nutshell is always suggesting existing records.
Still, it’s possible to create a duplicate, especially if you use the API or an import to add contacts or accounts. We’ve recently released a new deduplication feature to help spot those cases, and to automatically merge them for you.
If Nutshell detects a duplicate, it will add a red flag to the card. Clicking this flag opens up a dialog to hide the warning, or to merge the records.
Merging duplicates
If you choose to merge a duplicate, Nutshell will merge all of the fields, preserving data from both records, even if they have multiple values (like phone numbers). The merged contact will be properly attached to any leads that the old duplicates were. In short: it just works!
More on detecting duplicates
We use the same typo-proof engine that powers our universal search to detect duplicates, so it will suggest that Andy Fowler and Andrew Fowler might be the same person. When you click Not a duplicate, we’ll use that data to improve future matches.
We’d love your feedback on how the new de-duplication feature is working for your business, and stay tuned for some really exciting feature announcements!
Andy Fowler
Andy is the lead developer at Nutshell and has been working with the web since the 28k modem. He’s a master at turning designers’ sketches into pixel-perfect interfaces. Look for his bike in front of our Ann Arbor offices, and find him on Twitter.