Setting up a schedule for an automatic general duplicate search
In Creatio, you can set up a schedule for an automatic general duplicate search, e.g., three times a week. To do this:
1.Open the system designer by clicking the 
button in the top right corner of the application window.
2.Open the [Setup duplicates rules] link.
3.Select the [Setup automatic duplicate search] option from the [Actions] menu on the duplicate search page.
Fig. 1 Opening the automatic duplicate search setup window
4.Set the parameters for the automatic duplicate search on the [Duplicate search schedule] page (Fig. 2):
Fig. 2 Duplicate search schedule setup
a.Select a section, for which the schedule will be configured. The list only displays the sections that have at least one duplicate search rule configured.
b.Select the time for the search to run.
c.Select the day of the week for the search to run.
5.Click the [Apply] button.
As a result, a duplicate search will be performed automatically based on the active rules. Please note that merging duplicates automatically is not performed in this case - all found records need to be processed manually.
To disable the automatic duplicate search, clear the values in the time and date field, or clear the checkboxes for the days of the week of the search and save the changes. The auto duplicate search will be disabled in any of these scenarios.
See also
•How the duplicate search works
