Identifying duplicates (or very close match)... 1

[robmason10]

I have a very simple report that displays:

EntityID Surname Forename Status

EntityID will always be uniquie. I need the report to highlight possible duplicates based on surname and forename - the report should look for exact duplicates in the forename field but only first 5 characters of surname (as common mistake is to add titles after surname i.e. (Mr) so exact duplicates cannot be found...)

Where do I start with this one?

Thanks in advance

 

[Madawc]

I've done something similar. You need a formula field. Pick up forename, and add the start of surname, using something like
Left ({surname}, 5)

Group on the combined field. Suppress any group that does not have at least two members. Right-click [Insert] [Summary] will get you a group total that can be tested before the group is printed.

Show full customer details as details within the group.

Madawc Williams
East Anglia, Great Britain

 

[robmason10]

Cheers - worked a treat