Having duplicate records in your Users & Companies list—or having key information fields (unique IDs) registered for multiple people or organizations—can compromise your organization’s data integrity and may prevent users from performing actions in their Fonzip accounts.
Example:
The email address [email protected] should appear only once in your Users & Companies list. If this email appears in multiple records, no account using [email protected] will be able to log in to the Fonzip panel. To resolve this, if both records with this email belong to the same person, select the two records and use Users List: Actions: Merge Users to combine them under a single record.
To prevent these issues, duplicate checks should be performed for the following key fields, and the found records should be merged or corrected:
Key Fields: Email, Phone, Membership Number, National ID / Tax Number
(Applies to default fields created by Fonzip; uniqueness is not checked for custom fields added later.)
Querying Duplicate Records:
Using filters in the Users & Companies list, perform the following queries in order. After merging or correcting duplicates for one key field, move on to the next key field:
Email: Duplicate
Phone: Duplicate
Membership Number: Duplicate
National ID: Duplicate
Correcting / Merging Duplicate Records:
Example Process:
First, perform the Email: Duplicate query. Review the resulting records. If two records appear to belong to the same person, select them and use Actions: Merge Users to combine them, or update the email in the relevant record with the correct information.
Once all duplicate emails are resolved, perform the Phone: Duplicate query as a new search and follow the same steps.
Repeat this process sequentially for the next key fields until all duplicates are corrected.
By following this process, you ensure that each key field remains unique, maintaining data integrity and preventing access issues in Fonzip.