FAQs in this section
What is Duplicate Prevention?
How are duplicate records created?
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?

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.
 
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