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The Duplicate Contact Search & Auto-Duplicate-Detectionis only effective to Company Contact but not Person Contact.
Duplicate search string and auto-search setup
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Step 1: Search and find 'Marketing Setup' page
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- Suggest users to select both 'First' & 'Last' Part of Field so more precise to detecte duplicate.
- Length's default value is 5. Maximum=10 if users want a more precise detection for longer text information.
Auto-Search Duplicate function
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Step 2: While creating the company contact with the same company name and address, the system will give warning.
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