FAQs in this section
What steps should I follow to set up duplicate prevention for Events?
To avoid duplicate event records in your CRM, you can set up a Duplicate Prevention check:
Follow these steps to set up duplicate prevention for Events:
- Log in to your CRM account.
- Click the User Menu on the top-right corner of the screen.
- Click Settings. The Settings page opens.
- Go to Module Management.
- Select Module Layouts & Fields. The Module Layout & Fields page opens.
- Select the Events module from the Select Module drop-down.
- Click the Duplicate Prevention tab.
- Turn on the Enable duplicate check toggle button.
- Select the fields (maximum three) based on which you want to run the duplicate check.
- Enable either of the following settings:
- 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 matches.
- 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.
- 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.
- Enable Ignore blank values to avoid searching for duplicates on empty field names. Disable it otherwise.
- Choose an action to take if a duplicate record is found while syncing with an external application.
- Prefer latest record - The most recently modified record (CRM or external) will be retained.
- Prefer internal record - The record existing in the CRM will be retained.
- Prefer external record - The record in the external application will be copied and retained.
- Click Save.