Finding and merging duplicates
Note
This guide is relevant for Creatio version 7.13.3 and up. The guide for previous versions is available in a separate article - “Finding and merging duplicates”.
Duplicate records may appear in Creatio whenever users add new records to system sections. Finding and merging duplicates helps maintain the quality of your data in any Creatio section.
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Bulk duplicate search Launched for the whole database. Launched manually or automatically.
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Local duplicate search checks for duplicates for a particular record. It is run automatically when a new record is added and saved in a section.
Additionally, you can manually merge any records in a section, even if they were not flagged as duplicates. This option is available for all system sections. This process is covered in the “Arbitrary merging of records” article.
By default, duplicate search is available in the [Accounts], [Contacts] and [Leads] sections. In Creatio, the duplicate search is executed with the help of pre-configured rules, e.g., duplicates may be identified by searching for identical phone numbers or email addresses automatically. Creatio enables you to customize these rules:
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Customize out-of-the-box duplicate search rules for contacts, accounts, and leads to suit your specific needs.
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Create custom rules for any Creatio section, including custom sections. This process is described in more detail in the “Duplicate search rules” article.
Attention
To ensure the correct operation of bulk duplicate search, on-site users need to install additional components. Learn more in the “Setting up bulk duplicate search” article.
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