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Removing Duplicate Person Records (4.5 SP12)

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Peter J Gray
Regular Collector

Removing Duplicate Person Records (4.5 SP12)

Hi,

I am looking for an automated method of removing duplicate person records. However, before I can remove the person records I must first remove any associated calls to it.

Please can anyone advise if this is possible.

Thanks,

Peter
3 REPLIES
Robert S. Falko
Honored Contributor

Re: Removing Duplicate Person Records (4.5 SP12)

Peter,

I leave up to you advisability of deleting calls, which are the record of work that has really been done, and is the raw material for future management decisions.

That being said, you have several options.

1. Use the Web API to develop the functionality.

2. Manually delete a person who is referenced elsewhere. You should see the list of references and have the option to remove those referencing items (deleting them). After deleting them, you are given the option of deleting the person.

3. Updating the database directly is, of course, unsupported, fastest, and with the highest risk of error.

-Josh
Peter J Gray
Regular Collector

Re: Removing Duplicate Person Records (4.5 SP12)

Hi,

One other option which I did not think of before was blocking the person record. I will block the older person record & this will save admin time.

Thanks,

Peter
Peter J Gray
Regular Collector

Re: Removing Duplicate Person Records (4.5 SP12)

Block person record
//Add this to "OnDomLoad" event