Prevent Client Side Duplicate Records
Last updated
Last updated
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Prevent duplicates on field changes: To see how DedupeD helps you prevent duplicates on field changes, follow the steps given below:
Navigate to Sales Hub --> Contact Entity --> Click on ‘New’ button.
A new contact record form will appear.
Enter a name in the ‘First Name’ field.
If a contact record with the same first name already exists, then you will see a pop-up that will prevent you from creating a duplicate.
If, for some business reasons, you want to ignore duplicates and continue creating the record, then click on ‘Ignore’.
Prevent duplicate upon saving the record: To prevent duplicates upon saving the records, follow the steps given below:
Enter a detail in CRM and click on ‘Save’.
If a record with same details already exists in the CRM, then you will see a pop-up that will prevent you from creating a duplicate.
If, for some business reasons, you want to ignore duplicate and save the record, then click on ‘Ignore and Save’.
For further queries, reach out to us at crm@inogic.com