Link2Feed Client Duplicates List UI Updates

We’re so excited to announce that we will be making some improvements to our Client Duplicates List UI so you can quickly and easily identify and dismiss duplicate matches.

These features will be launched on the test site and simultaneously pushed to the live site on Monday, November 1st. Here’s a sneak peek at what you can expect from these improvements:

1. New "Reset" Button Returns Duplicates List Filters to Default

On the Duplicates list, we have added a new “Reset” button to allow you to quickly reset all duplicate filter criteria to the default. If you refresh the page after clicking the “Reset” button, the duplicates list will be updated to reflect the reset filters.

2. Keep Filters Set on Client Duplicates List After Merge

We have updated our filters engine so that the system remembers your selected list filters after a merge has been completed. Your filter settings will now only be reset when you click on the new “Reset” button and refresh the page, when you log out of the system, or when you close your browser. No more unwanted automatic resets following a duplicate merge!

3. Bulk Dismiss Duplicates on Both Regular & Import Lists

Previously, when you created a new client profile in the system, this new profile would often spawn hundreds of new duplicate matches, causing a tedious process of dismissing each match one-by-one.

 The new “Bulk Dismiss” mode helps alleviate this frustration by allowing you to Select All/Deselect All so you can quickly dismiss multiple duplicates at the same time. In addition, you now have the option to see 10, 25, 50 and 100 matches per page instead of only a handful of clients at a time as before.

For more information on these updates, check out the following user manual pages:

How Do I Manage My Client Duplicates/Dismissed Duplicates List?

How Do I Review My Import Duplicates?

Or watch our instructional YouTube video:

https://www.youtube.com/watch?v=07V8yYv5Pw0&t=4s

We will also be updating the matching criteria for identifying inline duplicates in the coming weeks, so stay tuned for more information!