Table of Contents

Configuration for Sugar Duplicate Merge

After installation, you need to define the duplicate check and merge rules.

  • Choose the required module from the ‘Duplicate Check Rule For’ dropdown.

sugarcrm-duplicate-merger-choose-modules

  • You can also enable and disable the duplicate check for individual modules.

enable-disable-duplicate-merge-sugarcrm

Define find and merge rule

Setup your Duplicate detection rule to find duplicates in your SugarCRM.

  • You can define the primary fields to find and merge.
  • check-iconicon to check for duplicate record.
  • merge-iconicon to merge the information from the duplicate record.
  • Choose any number of fields as primary field to find and merge the duplicates.
  • Finally, click on the Save button.

unique-fields-duplicate-merge-sugarcrm

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