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CRM Compatibility:

  • Edition: Open Source
  • Version: 6.*, 7.*

Vtiger Smart Duplicate Merger

Product version 1.1

Find, Merge and Prevent Duplicates in your Vtiger CRM.

  • Configure Modules which needs duplicate check.
  • Separate search fields and merge fields for selective Vtiger modules.
  • Option to specify fields that needs to used as Primary fields.
  • Enable Backend process to check duplicates created via API & Bulk Update.
  • Merges selective field of the record with the information in the duplicate record.
  • Logs to monitor the flow of duplicate check and merge.

How Vtiger Smart Duplicate Merger Works

Mark unique fields

Choose and mark any CRM field as unique, based on which the duplicates are detected.

Spot the duplicate

Checks over different modules and instantly pops out an alert if duplicate is detected.

Skip or Merge

Once spotted, you can either skip the duplicate or merge it with the primary CRM record.

Features

Features

Find duplicate Records
  • As humans are prone to errors, duplicate records can be bumped into your CRM with spelling errors, typos or different formatting.
  • Vtiger Smart Duplicate Merger detects these types of duplicates with the smart comparison made with the already existing data.
  • The brilliant duplicate detection rule applied can compare between Lead, Contact, Account or in any of your custom modules to exactly locate the duplicates in any cross module.
  • You can have complete control over the settings with which you want to detect duplicate entries.
Duplicate Free Leads after Campaign
  • Build your CRM with unique new Lead information after running every new campaign and mass data import into your CRM.
  • Vtiger Smart Duplicate Merger eliminates all duplicate records from your Vtiger CRM with scheduled cron that runs at regular frequency.
  • The detected duplicate records are merged into the primary record without losing any of your required information.
  • The duplicate detection can also be triggered manually at the time of bulk uploads.
  • Any salesman can find and merge the duplicates.
  • The record from which the salesman opt to merge act as the primary record.
Prevent Duplicate Records
  • The instant duplicate prevention check assists your salesman to keep your Vtiger CRM clean.
  • When creating or updating a record in any CRM module, the duplicate check pops out an alert in real-time with advanced duplicate detection rule defined.
  • It shows even if the entered Lead information matches with any records in Contacts, Organizations or any cross modules and vice versa.
  • If you have any additional or updated information in the duplicate record, you can do force insert and merge the primary fields with the existing record.
  • CRM admin and the users with the Vtiger Smart Duplicate Merger access are empowered to define the list of primary fields that need to be merged.

Have any question?

Talk to our experts and get answers to all your inquiries.

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