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 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?
Can non-admin users sort duplicate records (without admin access)?
Table of Contents
Yes, non-admin users can check and sort duplicate records.
You need to enable 'Duplicate Handling' for non-admin users on the Profiles screen. Go to Settings > User Management > Profiles.
Refer to the screenshot below:
For further information on managing duplicate records, refer to the documentation below:
You need to enable 'Duplicate Handling' for non-admin users on the Profiles screen. Go to Settings > User Management > Profiles.
Refer to the screenshot below:
For further information on managing duplicate records, refer to the documentation below:
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