Duplicate accounts

RangerMSP User Question*

I have lots of accounts that are duplicate, and under type it has a *, there are different contact info in each, what’s that ?

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* Question received by email and shared here for the benefit of our users.

Answer

In the list of Accounts and Contacts lines marked with * do NOT represent Accounts but rather Secondary Contacts added under the Account's Contacts tab.

As a Secondary Contact has a Company Name field that defaults to its parent Account name.

In case needed, you can filter out Secondary Contacts from the list: On the Accounts window toolbar you'll find an [all types] dropdown, open it and un-select 'Show secondary contacts'.

This can also set as the default for the Accounts Window by visiting Tools > Options > Accounts tab.

A hierarchy tree would be an awesome feature to list accounts and subordinates. HINT