Duplicate Record in Tree View

The Duplicate Record Detection in Tree View feature allows users to instantly identify when the same record appears multiple times across different branches of the tree view. In scenarios where an account, contact, or related entity is linked through several relationships—such as N:1, 1:N, N:N, - the Tree View visually highlights these repeated entries, ensuring users can recognize, track, and manage duplicates effortlessly.

As shown in the image, A. Datum Corporation appears multiple times under various opportunity and account branches. Each repeated instance is marked with a dedicated duplicate indicator icon (highlighted in green), helping users:

• Understand cross-relationships

• Avoid confusion caused by repeated nodes

• Track how the same entity participates in multiple hierarchies

• Maintain clarity while viewing complex relational structures

This makes the Tree View a more accurate, transparent, and user-friendly representation of CRM data—especially in organizations with interconnected records.

Key Benefits

• Instantly spot repeated records across branches

• Improves accuracy when analyzing relationships

• Prevents misinterpretation of hierarchical data

• Enhances usability for account managers, sales teams, and data stewards

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