CRM Compatibility :
VtigerCRM Duplicate Check
Vtiger CRM Duplicate Checker is an extension to prevent duplicate record creation. Check your records in real-time for repeats with a simple set up of rules. The extension helps to avoid replication of data even before creating a record.
- Check duplicates in all Vtiger Entity modules.
- Select specific fields in each modules to check for duplicates.
- Enable/Disable duplicate check in any individual CRM module.
- Restricts editing privilege to users other than admin.
- Save CRM storage with advanced duplicate detection across modules.
- Detect Duplicate Records of Same Customer Details
- Get a pop-up alert once you type the field data
How VtigerCRM Duplicate Check Works
Define unique fields
Choose unique fields from the whole stack of CRM fields to check for duplicates.
Check Instantly
Vtiger Duplicate check instantly give alerts for duplicates at the time data insertion.
Check across modules
Vtiger Duplicate check detects duplicates across different CRM modules.
Product Demo
The Vtiger CRM Duplicate checker reviews for duplicates at every new entry. It inspects for repeated data from Detail, Create, Quick Create, and Edit Views. The duplicate checker prevents the duplicate record with an alert while it's created. The checker reports while creating a new duplicate record from full or quick create mode.
VtigerCRM Duplicate check helps to manage your CRM data in a composed way. Define the duplicate check fields to be verified for repeated data. The checker validates the matching values of the defined fields for every record. The pop-up alert appears while creating duplicates from any web service, browser, or device.
Take a quick whirl and get to know about Vtiger Duplicate Check
Choose the SuiteCRM Module
Allows to select your SuiteCRM module for which you need to check for duplicates.
Mark a unique field
Check and detect duplicates in your Vtiger CRM by choosing any CRM field as Unique.Turn on/off check
Lets you easily enable or disable the duplicate check any time for any Vtiger CRM module individually.Let’s find the duplicate
Whenever you add new or update existing record, duplicate checker prompts you with instant alerts.VtigerCRM Duplicate Check
Features
- Duplicate records creates enormous chunk of dirty data in CRM.
- If CRM data is not cleaned up from making its way in, it can result in lost opportunities and poor customer experiences.
- Vtiger Duplicate Check will help you define fields to check for duplicates.
- And each module can be defined with unique set of fields.
- When salesman enters existing data, it pops out an alert.
- Duplicate records stored anywhere in your CRM tends to spend extra space, money and human resource.
- Vtiger Duplicate Check detects duplicates with same customer information of Email and Phone in Lead, Contacts and Organization.
- The advanced duplicate detection across the modules helps you to keep your CRM data more optimized.