When Web Client users add user contacts to a marketing list or working list, InterAction automatically adds the contact to the firm list. This is necessary because a contact that is in a user’s list only cannot be added to marketing or working lists.
When adding the contact to the firm list, InterAction checks for any possible duplicates of the contact. InterAction can handle this duplicate check in one of two ways, depending on configuration:
- Add the contact to the firm list and create a data change management ticket for review. A data steward can then review the possible duplicates and merge the contacts if necessary. This is the default behavior.
- Display the possible duplicates to the Web Client user and let the user do this review. In this case, the user decides whether the contact matches one of the existing firm contacts. If you want to use this option, you need to enable it in InterAction Administrator.
Note that there is a trade-off if you select the second option and let users review the possible duplicates. The matching logic used to find potential duplicates uses stricter criteria than the logic used to find possible duplicates when creating new contacts.
This is because users often add several contacts to a list at once, so it is important to present only the very likely matches. The matching logic requires that, in additional to the last name, at least one other field needs to match (for example, the first name or email address).
Also, keep in mind that no data change management tickets are created in this case. For example, assume there is an existing contact in the database that would have been identified under the looser rules used for the new contact wizard, but does not meet the tighter criteria. In this case, no potential duplicates are displayed to the user, and no tickets are generated for a data steward to review.
To set this option:
- Log on to InterAction Administrator.
- Double-click Configuration in the entity list to open the InterAction Configuration dialog box.
- Select the New/Edit Person tab.
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Under When adding user contacts to a list in the Web Client, select the option you want to use.
To Select Generate data change management tickets for the possible duplicates Handle possible duplicate contacts using Data Change Management rules Let users review the possible duplicates Force users to go through a matching process for all possible duplicate contacts -
Choose OK.
Determining How InterAction Handles Duplicates When Adding to Lists