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What are the steps to set up duplicate prevention?

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Setting up Duplicate Prevention

Follow these steps to set up duplicate prevention for a module:
  1. Log in to your CRM account.
  2. Click the User Profile on the top-right corner of the CRM screen.
  3. Click Settings.
  4. Select Module Layouts & Fields under Module Management.
  5. Select the module on which you want to set up duplicate prevention from the Select Module drop-down.
  6. Click the Duplicate Prevention tab.
  7. Turn on the toggle button under Enable duplicate check.
  8. Select the fields (maximum three) based on which you want to run the duplicate check. For example, if you select Deal Name, users cannot create a new deal with the same name as an existing one.
  9. Enable either of the following settings:
    1. Consider as duplicate only if all of the unique fields match - A record is considered duplicate if all the fields defined in the previous step match
    2. Consider as duplicate if at least one of the unique fields match - A record is considered duplicate if at least one field defined in the previous step matches.
  10. Enable Check closed records also for duplicates to run the duplicate check on closed records. Disable it to ignore closed records while checking for duplicates.
  11. Enable Ignore blank values to avoid searching for duplicates on empty field names. Disable it otherwise. 
  12. Choose an action to take if a duplicate record is found while syncing with an external application.
    1. Prefer the latest record - Most recently modified record will be retained
    2. Prefer internal record -Record existing in the CRM will be retained
    3. Prefer external record - Record in the external application will be copied and retained
  13. Click Save.
To know more about Find Duplicate, Click Here.
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