by 38 Elements

Essential solution to help you keep your SugarCRM data in perfect shape!

Primary source of problems with your SugarCRM data is duplicate entries that you are making while working. Eliminate those with advanced detection techniques and resolve them in few easy steps.

#4092 - View all duplicates & dashlet in other modules

Closed General Question created by marketing 5 years ago
Hi, Through the instruction video it only displays duplicates in each individual contact record (that's related to that particular record) rather than being able to search through all of the records and listing all of them at once. I have two questions: - Can I add the De-dupit dashlet in the main contacts module or any other module? - Can I view _all_ duplicates found by De-dupit in a list, or can I only view a duplicate if I'm viewing a particular record? - Are there any other options for how auto-merge works? Can I select an additional option on top of created/modified date and whether the record is new/old? We have statuses where we want to keep the newest record status but when merging with older records we'd like to ensure that it keeps the older created date. - Do all fields get overwritten in auto-merge if the same field is filled in on both/all duplicate records or will it prompt that there might be a conflict? We have at least one field where it gives you options 1, 2, 3 for the same question and if it's merging and option 1 is filled in on the original and other records it should be filling in option 2 and 3 rather than writing over option 1. Is this something de-dupit will pick up or will it automatically override the other record? Thanks, Karen
  1. eontek-primary-contact member avatar

    38 Elements

    5 years ago

  2. eontek-primary-contact member avatar

    38 Elements

    5 years ago

  3. marketing28 member avatar

    marketing

    5 years ago

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