FAQs in this section
What are duplicate records?
How can I identify duplicate records in a module?
What does Find Duplicates do?
How can I prevent the creation of duplicate records?

Can I perform a duplicate check on closed records?

Yes, you can check for duplicates even if records are closed. You can do this by going to Find Duplicates.

Follow these steps to perform a duplicate check on closed records:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Tools.
  4. Click Find Duplicates.
  5. Choose the module where you want to search for duplicate records from the Select Module drop-down.
  6. Select the list under which you want to search for duplicates from the Select List drop-down.
  7. Enable Check closed records also for duplicates to include closed records in the duplicate check.
  8. Click Search.
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