Merge Contacts feature in SureView Cases

As you are aware, SureView is an essential tool for generating accurate reports and making informed decisions. However, we have discovered the system lacks the capability to automatically merge duplicate contacts within Cases. This means that when duplicate contacts are present, they may appear as separate entries in the reports, potentially leading to data inaccuracies and inconsistencies.

Because there is no merge feature in SureView, here are the major issues when dealing with a duplicate contact in the system :

• While dealing with duplicate contacts, the only option we have is the "Delete" option.
• Deleting a duplicate contact will remove them from the associated Case, and this action cannot be undone.
• Duplicate names can lead to data inaccuracies and inconsistencies in the report management system. It may result in the same individual or entity being counted multiple times, leading to inflated numbers or incorrect analysis.
• Duplicate names can erode the overall integrity of the database. Over time, as more duplicates accumulate, it becomes challenging to trust the information stored in the system.
• If duplicate names are not merged, it can lead to erroneous conclusions and potentially impact strategic choices.
• For users accessing the report management system, dealing with duplicate entries can be frustrating and time-consuming. It may lead to confusion and hinder their ability to find relevant information efficiently.
• Duplicate entries can consume unnecessary storage space, both in terms of database size and physical server requirements.
• When dealing with duplicate names, there is a risk of accidental edits or updates being applied to the wrong entry.

Importance of Merging Duplicate Contacts:

• Merging duplicates ensures that data is accurate and reliable.
• Merging duplicates helps maintain data integrity by keeping the database clean and free from redundant entries.
• Merging duplicates ensures that the data used for decision-making is as accurate and comprehensive as possible.
• By merging duplicates, the user experience is improved, and users can work with cleaner, more organized data.
• In certain industries or sectors, maintaining accurate and consolidated records is crucial for compliance with legal and regulatory requirements. Merging duplicate names ensures that data is managed in accordance with relevant regulations.
• Merging duplicates helps optimize resources and reduces storage costs.
• Merging duplicate names streamlines the reporting process. It reduces the need for manual data cleaning and manipulation, enabling faster and more accurate report generation.
• Merging duplicates eliminates this risk and helps maintain the correct information for each individual or entity.

In conclusion, the ability to merge duplicate names in a report management system is essential for maintaining data accuracy, integrity, and usability. It ensures that the information stored in the system reflects the real-world entities it represents and provides a solid foundation for decision-making and analysis.