The Duplicate Contact Search & Auto-Detection of duplicate is only effective to the Company Contact Type but not Person Contact Type.
Duplicate search string and auto-search setup:
1, Please search and find 'Marketing Setup' page
- Please turn on the buttons of 'Maintain Dupl. Search String' & 'Autosearch for Duplicates'.
- 'Search Hit%' determines the matching % from the Duplicate Search String Setup to detect duplicate values.
- The 'Duplicate Search String Setup' allows you to control the duplicate values show up in an overview page.
- Suggested that 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-text information.