Listed below are some features that don’t handle duplicate records:
- Import Data
- The unique field selected in Module Layouts & Fields > Duplicate Prevention does not affect the import process.
- A user must choose the fields manually in the Import Duplicate Handling step while importing data to the CRM.
- Workflows
- Update Field actions in Workflows do not check for fields enabled in Module Layouts & Fields > Duplicate Prevention.
- Schedulers
- The working of Schedulers does not check for duplicate records.
Other features like Recurring Invoices, Subscriptions - Invoice Generator, MailScanner, etc. that update or create records will prevent the creation of duplicate records but do not notify the user.
To know more about Duplicate Prevention,
click here.