Duplicate profiles in Affinity Dashboard

Affinity
1

Hello Glenn

Quick File is elegant and very well documented.

In Affinity, I have created a profile for a client’s limited company. After some time, I noticed that the same profile appears in my dashboard three times. How can I safely remove the two duplicates?

Many thanks

1 Like
2

Hello,

Actually this is not down to anything you’ve done, I’ve removed those duplicates and I’ve referred the underlying problem to our engineer. We’ll have this fixed tomorrow morning.

3

Thanks a lot, Glenn.

Kind regards

Conrad

4

Just to inform you, Glenn…

I’ve added another profile and the duplicates have occurred again. I shan’t add any more until the fix is in place.

Thanks again

Conrad

5

Just fyi, duplicate profiles also appeared on my dashboard.

6

Thanks guys! Appreciate your patience…We know what’s causing this and we’re just applying the fix now. By midday it should all be fine.

7

The duplicates have been removed and will not return. Did either of you find the duplicates appearing after updating the company number here?

8

That’s great, thank you Glenn!

Not sure. I think I entered the Company Number via the Management Information screen.

9

ah ok, that’s interesting! The problem arose from the company number being entered multiple times. I’ll checkout the management info screens.

10

for one client - i added them as new account and 3 profile appeared for them. (although only one of them had company number and return date against it)
The co number was entered when setting up the client.

for another client, i tried to do go through the year end process as the client themselves and after that imported their profile to my dashboard, in this case 2 profile appeared. (both these profiles had company number and returns date)
The company number was entered at setup and later during the yearend process.

11

@Sam thanks for the additional information.

12

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