FAQs in this section
What are duplicate records?
What does Find Duplicates do?
Can I perform a duplicate check on closed records?
How can I prevent the creation of duplicate records?

How can I identify duplicate records in a module?

There is a module called Find Duplicates using which you can identify duplicate records.

Follow these steps to identify duplicate records:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Tools.
  4. Select Find Duplicates.
  5. Choose the module where you want to search for duplicate records from the Select Module drop-down.
  6. Select the list under which you want to search for duplicates from the Select List drop-down.
  7. Enable Ignore empty values to avoid searching for duplicates on empty field names.
  8. Enable Check closed records also for duplicates to include records in closed states in the duplicate search.
  9. Click Search.
The list of duplicate records is displayed. 
  • Select one or more duplicate records to delete them by clicking Delete.
  • Select at least two duplicate records to merge them into one by clicking Merge.
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