![]() For example, if you select Deal Name, users will not be able to create a new deal with the same name as an existing deal. Select the fields (maximum three) based on which you want to run the duplicate check.Turn on the toggle button under Enable duplicate check.Select the module on which you want to set up duplicate prevention from the Select Module drop-down.Select Module Layouts & Fields under Module Management.Click the User Menu on the top-right corner of the CRM screen.While Find Duplicates allows you to identify existing duplicate records, the Duplicate Prevention setting prevents the creation of duplicate records.īy setting up a duplicate prevention check, you can prevent users and external applications from creating duplicate records in a module.įollow these steps to set up duplicate prevention for a module: The Select Field name is renamed to Select Merging Field.You can merge at least two and a maximum of three records in the same group. Duplicate records are grouped using duplicate field names.Select at least two duplicate records to merge them into one by clicking Merge.Select one or more duplicate records to delete them by clicking Delete.The list of duplicate records is shown on the screen. Enable Check closed records also for duplicates to include records in closed states in the duplicate search. ![]() Enable Ignore empty values to avoid searching for duplicates on empty field names.Select the fields using which the CRM looks for duplicates from the Select Matching field.Select the list under which you want to search for duplicates from the Select List drop-down.Choose the module where you want to search for duplicate records from the Select Module drop-down.Identifying Duplicate Recordsįollow these steps to identify duplicate records: By eliminating duplicate records, you can eliminate duplicate information as well as save space. Duplicate records in a module are those that have the same name and information as one or more records in the same module.įind Duplicates helps you identify duplicate records in a module. ![]()
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