Determining duplicate errors
How do I figure out if my contact used on a transaction is a duplicate?
Click the deal's link in the error list
On the transaction's page, look for the un-posted transaction, then select and right click the contact
and paste in your Brokerage's people page
Because a contact is considered a duplicate if it matches 60% or more, you may need to search parts of the name to get more results, like so
Related Articles
QuickBooks Online Contact Mapping
In Article Navigation can be found to the right of this article or via the buttons below Syncing Rules Linked QuickBooks Online Contact Fields Contact Matching Because we hold accounting records it is important that we do our very best not to ...Xero Contact Mapping
In Article Navigation can be found to the right of this article or via the buttons below Syncing Rules Linked Xero Contact Fields Contact Matching Because we hold accounting records it is important that we do our very best not to duplicate contacts ...Contact types explained
Internal contact types These contacts you use for internal use: Admin - this type can have full or office access to brokerage menus, deals, reports, etc. You would assign your admin or conveyancer to this profile type and then reach out to us to ...Why is my transaction not posting to my accounting software?
In Article Navigation can be found to the right of this article or via the buttons below Activity Dashboard Status Definitions Troubleshoot Errors Known Errors If you're unable to see your transactions in your accounting software after you've posted ...Merge Contacts
Merging Contacts PLEASE READ & WATCH THE VIDEOS OF THIS ARTICLE THOROUGHLY! We’ve opened up the ability to merge contacts for everyone using Loft. However, there are a few things we need to mention before you start to merge your contacts. Firstly, ...