Previous Topic

Next Topic

Duplicate Profile (prduplicateprofile with PRF2.FMX)

Note: When printing this Report help topic, we recommend printing with Landscape page orientation.

The Duplicate Profile Report displays profile information to assist in determining if duplicate profiles exist. You may choose to match on like Name and Address information, Membership Number, Passport Number, or Credit Card Number. This report may be helpful in determining profiles that can be merged or purged.

Selection Criteria

Filter

Profile Type. Select the down arrow to choose a profile type. The option for Source is displayed when the Profiles>Source application function is set to Y.

Note: When the Profiles>Extended Account Name Search application parameter is set to Y, the report will list possible duplicate Company, Travel Agent, Source, and Vendor profiles only when the Name, Name2, and Name3 match. For other profile types, the report will return profiles where the Name matches (dependent on other match criteria.)

Name. Enter the name you wish to search for. (Enter the last name for Individual or Contact profile types.) Opera will search on partial names as well as complete names. A partial name consists of one or more of the beginning characters of the name. (E.g., S, SM, SMI, and SMIT are all partial names for Smith, Smithe, Smithers, and so on.) Use the % wildcard to stand for any one or more characters or spaces. (E.g., SM%TH represents Smith, Smythe, Smithe, Smithers, Smathers, Smithson, Smoothey, and so on.)

First Name. Enter the first name of the Individual or Contact profile you wish to search for. (This field is not available for View All, Company, Travel Agent, Source, and Group profile types.) Opera will search on partial names as well as complete names. A partial name consists of one or more of the beginning characters of the name. (E.g., J, JO, and JOH, are all partial names for John, Johnathan, Johan, etc.) Use the % wildcard to stand for any one or more characters or spaces. (E.g., J%N represents Jan, Jean, John, Joann, Jonathan, and so on.)

Profile

Name. Select this radio button to search for profiles having the same name along with any one or more options in the Match Criteria section. (At least one Match Criteria option must be chosen.)

Member Number/Corp ID/IATA. Select this radio button to search for profiles having duplicate membership numbers (or for company and travel agent profiles, duplicate corporate ID numbers or IATA numbers). When you select this option, the Membership Type field becomes available. The options in the Match Criteria section become unavailable.

Membership Type. Available when the Member Number radio button is selected. Select the down arrow to choose the membership type(s) you wish to use to control the search for duplicate membership numbers.

Passport No. Select this radio button to search for profiles having duplicate passport numbers. The options in the Match Criteria section become unavailable.

Note: When the Passport/ID Number View permission is not granted to the user, then the Passport/ID Number will be masked with X's except for the last two numbers.

Credit Card. Select this radio button to search for profiles having duplicate credit card numbers. The options in the Match Criteria section become unavailable. If the General>Mask Credit Card Number application parameter is set to Y, only the last 4 numbers of the credit card number will be shown; the remainder of the numbers will be masked with X's.

Match Criteria

Select the criteria you want matched along with the name on the profile (only the Profile-Name has options available): Address, City, Postal Code, or Nationality.

Note: Blanks in a profile record for the selected criteria constitute a possible duplicate. For example, if you are searching for profiles with the same name and address, two profile records for Jane Doe with blank (or incomplete) addresses would be displayed as possible duplicates.

Address1. When selected, the report will further filter by matching on profiles that have the same Address 1.

Address 2. When selected, the report will further filter by matching on profiles that have the same Address 2.

City. When selected, the report will further filter by profiles with the same City.

Postal Code. When selected, the report will further filter by profiles with the same postal code.

Nationality. When selected, the report will further filter by profiles with the same Nationality.

Sort By

Select the down arrow and choose one or more sort order options. You may sort by any or all available report columns.

Report Output