Prevent Duplicate Records
The instant duplicate prevention check assists your salesman to keep your Vtiger CRM clean. When creating or updating a record in Lead, Contact, Organization or any 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.