{"id":215,"date":"2009-03-09T14:08:00","date_gmt":"2009-03-09T08:38:00","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=215"},"modified":"2023-08-09T14:37:30","modified_gmt":"2023-08-09T09:07:30","slug":"how-to-use-the-duplicate-detection-feature-of-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2009\/03\/how-to-use-the-duplicate-detection-feature-of-crm\/","title":{"rendered":"How to use the Duplicate Detection Feature of CRM"},"content":{"rendered":"

\"DeDupeD\"<\/a><\/p>\n

CRM 4.0 provides a facility to detect duplicate records with same attribute value. To enable the duplicate detection you have to create a duplicate rule.<\/p>\n

To create duplicate rule GoTo ->Settings->Data Management->Duplicate Detection Rule->New. Then you will get below window.<\/p>\n

\"\"<\/p>\n

In above screen shot The fields which are covered with red rectangle are as follows :<\/p>\n

1. Name : Name of the rule.
\n2. Status Reason : Status reason is by default unpublished. When you published this rule then status reason get Published automatically.
\n3. Base Record Type : In this we choose an entity by which we can find duplicate records.
\n4. Matching Record Type : In this we choose an entity on which we check the duplicate records.
\n5. Now we define the attributes on which we want duplicate detection.<\/p>\n

Here I select contact in both \u201cBase Record Type\u201d and \u201cMatching Record Type\u201d because I want to compare \u201cFirst Name\u201d and \u201cLast Name\u201d of contact only.
\nIf you want to check Is there any existing Contact With \u201cFirst Name\u201d and \u201cLast Name\u201d that you fill in the lead. Then do the following<\/p>\n

\"\"<\/p>\n

Select Lead as \u201cBase Record Type\u201d and Contact as \u201cMatching Record Type\u201d and select the attribute of both entities on which you want to duplicate detection.
\nIn this case whenever you want to save a lead then duplicate detection will run if a contact exists with the lead\u2019s \u201cFirst Name and \u201cLast Name\u201d.<\/p>\n

When you create a record then duplicate rule will search for any existing record With \u201cFirst Name and \u201cLast Name\u201d. If any existing record is found then The following pop up is generated.<\/p>\n

\"\"
\nNow if you want to save the duplicated record then click on Save Record if not then click on Cancel.<\/p>\n

Note : Please Start Asynchronous Service before running the duplicate detection.<\/p>\n","protected":false},"excerpt":{"rendered":"

CRM 4.0 provides a facility to detect duplicate records with same attribute value. To enable the duplicate detection you have to create a duplicate rule. To create duplicate rule GoTo ->Settings->Data Management->Duplicate Detection Rule->New. Then you will get below window. In above screen shot The fields which are covered with red rectangle are as follows\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[19],"tags":[526,527],"class_list":["post-215","post","type-post","status-publish","format-standard","hentry","category-dynamics-crm","tag-duplicate-detection","tag-duplicate-records"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/215","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=215"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/215\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=215"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=215"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}