After installation, you need to define the duplicate check and merge rules.
- Choose the required module from the ‘Duplicate Check Rule For’ dropdown.
- You can also enable and disable the duplicate check for individual modules.
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.
icon to check for duplicate record.
icon 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.