Welcome back to the blog series Big Little Things, where we highlight some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM. This post highlights the Duplicate Prevention feature. Y which helps prevent new duplicate records from being created in your CRM.
What is the Duplicate Prevention feature?
The Duplicate Prevention feature allows account administrators to select up to three unique fields per module on which newly created uruguay phone number data records will be automatically checked for duplicate values.
Where can users find the duplicate prevention feature?
Administrators can access the Duplicate Prevention feature by going to Settings page → Module Management → Module Layout and Fields.
Once the user clicks on the module layout and field,
they will be prompted to select the module they. Y want to use (Contacts, Deals, Organizations, etc.).
After selecting the required module . Y can click on the Duplicate Prevention tab to start modifying and customizing this feature to ensure that new duplicate records are not created in the CRM.
How to Use Duplicate Prevention
After selecting the “Duplicate Prevention” tab. You’ll first want to make sure the “Enable Duplicate Checking” button is turned on.
From there, users will be presented with right one-page website builder various options to ensure they are using duplicate prevention to suit their needs. Let’s break down these options one by one and dive deeper into this feature:
Select unique field
The first step is to select up to three unique belgium numbers fields to check records against. A unique field is any existing field with a value that belongs to only one record in CRM (this includes custom fields created by the account admin).