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The Duplicate Contact Search & Auto-Detection of duplicate is -Duplicate-Detectionis only effective to the Company Contact Type but not Person Contact Type.
Duplicate search string and auto-search setup
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Step 1, Please search : Search and find 'Marketing Setup' page
- Please turn Turn on the buttons of 'Maintain Dupl. Search String' & 'Autosearch for Duplicates'.
- After turning on 'Maintain Dupl. Search String', press 'No' for the inqury box.
- 'Search Hit%' determines the matching % from the Duplicate Search String Setup to detect duplicate values. Depends on the company's scenario, suggest to fill between 20-40%.
- The 'Duplicate Search String Setup' allows you users to control the duplicate values show up in an overview page'Contact Duplicate Details'.
- Suggested that Suggest users to select both 'First' & 'Last' Part of Field so more precise to detecte duplicate.
- Length's default value is 5. Maximum can be adjusted to =10 if users want a more precise detection for long-longer text information.
Auto-Search Duplicate function
Step 2: While creating the company contact with the same company name and address, the system will give warning.
(The Search Hit % affects the auto-search result.
E.g. For Search Hit %=100%, warning will only pop up for two company contacts be exactly the same)
Press 'Yes' and select 'View', users can see the 'Contact Duplicate Details'.
Generate Duplicate Search String (Not commonly used)
While having 3 duplicate contacts detected:
After filtering City='Cambrige'
The company 'ABC LTD' with city='Cambridge' will be sorted on the top of the table.
Select 'View' to look at the 'Contact Duplicate Details'.
