Duplicate Identification

After setting up duplicate matching rules and conditions, the next step is to identify duplicate records.

If there are existing duplicate records for your selected record, then you will see a form notification saying, “Duplicate records exist for this record”.

Additionally, you can detect duplicate records with just a click of a button. In order to identify duplicate records on demand, follow the steps given below:

• Go to entity home page ---> Select one or more records from view ---> Click on the ‘Show Duplicates’ button.

Note: You can only select up to 250 records from the entity home grid for duplicate detection.

• From here, you can identify all the duplicate records on demand for the selected record.

• You can also identify duplicates directly from the record form by clicking on ‘Show Duplicates’ button.

• Again, you will be able to see all the duplicate records for the selected record.

• To close the pop-up, click on ‘Cancel’.

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