Send Duplicates to ClientTouch

We’ve added new functionality to the Duplicate Contact Report. You can now add a contact from the Duplicate Contact Report to ClientTouch. This will allow you to export a copy of the duplicates, or print a list, before you delete them.

Click the ClientTouch icon to add them to ClientTouch. When the ClientTouch icon is green, the contact is included in your ClientTouch workgroup.

For more tips on working with duplicate contacts, watch our How do I … Handle Duplicate Contacts video.