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Bethan Lister

Duplicate client records in searches

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Fairhallow Travel: documents logo Fairhallow Travel: documents · Duplicate client records in searches

Customer seeing duplicate entries for same clients affecting account reviews; support identified duplicate sync runs and cleaned data.

Priority normal

What happened

What this says

Current to 11 Oct 26

Customer seeing duplicate entries for same clients affecting account reviews; support identified duplicate sync runs and cleaned data.

Problem: Becky saw duplicate entries when searching client names, affecting counts for account reviews scheduled the following week.

Handling: Bethan identified records from two sync runs on the same date and cleaned them up in hours, earning customer confidence.

Watch: Second data quality issue for this account suggests ongoing sync configuration risk.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categorydata_quality
Channelweb
First response (min)181
Helpdeskmade from

Trail

  1. Becky Lawton
    created · Becky Lawton 28 Jan 2025 17:37
    I'm seeing duplicate entries when I search for client names in the brain. Some clients appear twice or three times in the results, which is throwing off our numbers for account reviews. My team needs accurate data before we present to our clients next week. Can we get this sorted?
  2. Bethan Lister
    public_reply · Bethan Lister 28 Jan 2025 20:38
    Thanks for reporting this. Just so I've got this right: you're seeing multiple entries for the same client when you search, and it's affecting your review counts. Can you tell me which client names are duplicating? And can you check whether all three copies of the data are identical, or if they have different booking dates or service records? That'll help me work out where the duplicates are coming from.
  3. Bethan Lister
    public_reply · Bethan Lister 29 Jan 2025 09:51
    I've picked this up and had a look at your client data from your CRM. I can see you've got some records from two different sync runs from the same date, which is what's causing the duplicates. I can clean these up for you, which should take a couple of hours. Can you tell me by end of day today if you'd like me to go ahead?
  4. Becky Lawton
    public_reply · Becky Lawton 29 Jan 2025 15:15
    Yes, please go ahead and clean those up. We need the data clean before the reviews. Love that you found it so quickly. My team will be able to trust the numbers now.
  5. Becky Lawton
    public_reply · Becky Lawton 30 Jan 2025 09:57
    Has the cleanup run? Just checking. I want to verify the duplicates are gone before my first review meeting on Monday.
  6. Bethan Lister
    status_change · Bethan Lister 3 Feb 2025 15:54
  7. status_change · 7 Feb 2025 23:59
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