Who can use this feature?
There are two methods for resolving duplicate records:
Reporting Labels allow you to maintain separate company records while creating a common name that can be used to consolidate records for reporting purposes.
This method is best suited for companies with more than one location. It allows you to maintain individual locations in tools like the Job Map but see combined totals of that company in reports.
Aliases allow you to consolidate company records by indicating secondary names.
This method is best used when there are multiple company records for the same organization, with slightly different spelling, ie: “Company ABC”, “Company ABC Inc”.
Coming soon!
1. Navigate to Admin > Employers and search for a duplicate company record by typing the company name and hitting return or selecting the magnify icon.
2. After identifying two or more company records that should have an alias relationship, decide which one ought to be the primary company record. This is generally the company record that uses the most complete version of the company name (AMI Supply Inc. versus AMI Supply).
Then choose Edit in the non-primary company record.
3. In the This Employer is an Alias Of field, enter the company name, chose the primary record from the drop-down list, then select Update.
Alias records are not published on your website, so they won’t appear in your default list of company records. Hiding them from the main list makes it easier for you to recognize other duplicates that should be aliased.
To view your alias records:
1. Navigate to Admin > Employers, select Filters and then check the Aliased Records option.