FAQs in this section
How can I identify duplicate records in a module?
What are duplicate records?
What does the Find Duplicates feature do?
Can I perform a duplicate check on closed records?
How can I prevent the creation of duplicate records?
What is Duplicate Prevention?
How can I set up Duplicate Prevention in my CRM?
Can everyone set up Duplicate Prevention in the CRM?
On which modules do Duplicate Prevention not work?
Can non-admin users sort duplicate records (without admin access)?
What happens when you enable Duplicate Prevention in Facebook Lead Ad Forms?
What happens when you enable Duplicate Prevention in Google Lead Ad Forms?

How are duplicate records created?

There are plenty of ways through which duplicate records can accumulate in the CRM. Duplicate records are created:
  • When you create, import, or perform a mass edit on records 
  • When you create records using  Quick Create
  • From Mailroom, Workflows, Webforms, and Chrome Plugin features
If you set up duplicate prevention, then duplicate records are not created from the above processes.
To know more about Duplicate Prevention, click here.
 
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