Make effective De-duplication search in Sage CRM

By | October 14, 2016

In Sage CRM there is a feature called De-Duplication which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. You can customize this feature with your condition by adding field. This feature is available for Company, Person and Lead in Sage CRM.

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Referring the de-duplication screen at lead level i.e. by clicking “Add or Find this Company” button.  This de-duplication screen only search for duplicate records based on Company Name only. Even if we try adding another field such as Address 1 under Company Dedupe screen to make effective match then also it will not search the companies accordingly.

On finding the reference documents for this issue, we got to know that it is something related to patch. Earlier we were using Sage CRM 7.3 version with no patch installed and later when we installed “A” patch this problem got resolved.

Now, CRM is able to match company records with Company Name and Address 1 column.

Another way to resolve this issue without installing patch in your CRM instance is to add Translations. Follow below mentation steps on how to add Translations.

1. Login to Sage CRM.
2. Go To Administration | Customization | Translations
3. Add new Translations by referring below screen shot.


Also Read:

1. Lead De-duplication nice to have feature in Sage CRM 7.3
2. Data Upload using Deduplication
3. Deduplication of Sage CRM Opportunity
4. Tracking your custom fields in SageCRM
5. Enable De-duplication check in Act CRM