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This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

How to search for duplicates when saving records

Local duplicate search is performed when saving an account or a contact page. If a duplicate search page opens while saving a new record, it means that the created record already exists in the system. You can go back to editing the record or indicate that the records are not duplicates. Duplicates are processed in the same way as at the general duplicates search. Read more >>> 

See also

How to set up rules and schedule for a general duplicate search

Deduplication in applications deployed on Oracle

General duplicate search

How to merge duplicates

Manual merging of duplicate records

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