Prevent Client Side Duplicate Records

Here are two ways DeDupeD can prevent client-side duplicate records:

1. 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’.

1. 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’.