Articles in this section
Access CRM data offline via Vtiger 360 Accessing your Vtiger CRM data via OData feed Kanban View of Deals Calendar View Capturing Emotional Journeys Closed States Customer Touchpoints Customizer Desktop Notification overview Exporting Data from Vtiger CRM Feature Limits Glossary How do I scan a Business Card in Vtiger 360 mobile App IP Based Restriction Introduction to Kanban View Make the leap from Spreadsheets Migration Timeframe and Process One View: Introduction Overview of Permission Usecases Performing Global Search Rest API Manual Top Salespersons Understand the Billing Process in Vtiger Using Comments and @mentions Vtiger 360 for Field Sales Vtiger 360 Mobile App What are Contact Roles What are Record-Level Analytics What are Sticky Notes What is the List View What is Quick Create Built-in Phone Dialer in the CRM with Plivo and Twilio Understanding Email Bounces and Error Codes

Merging Duplicates in Summary View

Bindu Rekha Babu
9 Mar, 2021 - Updated 1 month ago


Manage and eliminate the duplicate records from and within the Summary view to maintain the CRM record level integrity. 

Duplicate records are a common occurrence in every CRM. Over time, organisations accumulate duplicate data which causes problems such as loss of valuable information due to data inconsistency, missed sales opportunities, lack of productivity, etc. To help you keep your CRM clutter free, we have built the Vtiger Duplicate Prevention tool.
Eliminate the duplicates, and reconcile the existing duplicate entries with Duplicates in Summary View.
image not found

Note! The Duplicates widget is available only in Contacts module.

Working of Duplicates widget

Duplicates is a default widget in Summary view. It appears only if the Duplicate Check and Consents module are enabled. You can view the Duplicates widget only if there are any duplicate records.

Below are the following cases when Duplicates widget pop-up in Summary view:

Case 1: Duplicate check and Consents are disabled.
Duplicate Widget is not available.

Case 2: Duplicate check is enabled, and Consents is disabled.
Duplicate Widget displays duplicate records if any, depending on the rules set up in Module Layouts and Fields > Duplicate Prevention.

Case 3: Duplicate check is disabled, and Consents is enabled.
Duplicate Widget displays all the duplicate records matching primary email only.

Case 4: Duplicate check and Consents are enabled.
CRM checks for records matching primary email and all the fields selected in Duplicate check. If found an identical record, it is displayed in the Duplicate widget.

Note! Duplicates widget doesn’t appear if the record doesn’t have any duplicates.

Merge duplicate records

Merge duplicates to store all valuable information in one record and ignore other insignificant details. The merge operation deletes all duplicate records and merges the field values to the parent record.

To merge duplicate records, follow below steps:

  1. Select the records and click on Merge button. You can merge all records at once.

  2. A warning pops up to get confirmation. You can perform following actions.

    • Merge: To merge the values from duplicate record to the parent record.
    • Review and Merge: To review the values and choose the appropriate value for a field.
      image not found

    • Cancel: To cancel merge operation.

    image not found

Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube