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Instructions for Removing Duplicates
| Warning |
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If you’re unsure about what you’re doing after reading this, we recommend sending us a chat message. Deleting contacts is not reversible! |
It will happen. You’ll click “Add New Customer” and then realize later somebody had already created a prospect record, or the individual has a policy with another AIP that was already added. Its ok!
Next to a linked contact or entity, click the 3-Dot Menu, and then “Unlink”. This will unlink the company record from the person you just created but you will still have a duplicate.
Go to the very top right search bar, and type in your duplicated contact name. You will likely get two identical search results. It is likely to be the second one that is the “duplicate”, but we recommend you check both records by clicking on them to make sure you’re about to delete the correct one! Keep in mind deleting an AgencyRoot contact record will remove all documents, workflows, and data associated with the record, so make sure the new duplicate is actually empty and that you’re not deleting a valid record.
Once you know which is the duplicate, under their name on the contact page, choose “Delete Contact” from the 3-dot menu.
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