{"id":5503,"date":"2013-11-13T05:50:40","date_gmt":"2013-11-13T05:50:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=5503"},"modified":"2013-11-13T05:50:40","modified_gmt":"2013-11-13T05:50:40","slug":"enable-de-duplication-check-in-act-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/","title":{"rendered":"Enable De-duplication check in Act CRM"},"content":{"rendered":"

Duplicate entries in customer masters are the pain for ever CRM system, but nowadays CRM systems are capable of handling that pain to some extent.\u00a0 On this blog I have already discussed how the dedupe behavior works on Sage CRM. Now I will explain how to configure the same in ACT CRM
\n\u00a0Related Post:<\/strong><\/em><\/span> Change the standard dedupe behavior<\/a>
\n\u00a0A customer data is a key part of CRM functionality and a customer record must be saved with single reference only in order to make sure our marketing events, campaigns are not annoying them through multiple emails. Also when customers are duplicated, Sales opportunities-Leads remain scattered and we don\u2019t get proper sales forecasting for customer.
\nFrom the screenshot below, you can see that there are two companies with the same name this may lead to ambiguities.<\/p>\n

\"Image-1\"<\/a><\/p>\n

To avoid this,
\n1. Go to Tools | Preferences<\/b>
\n2. Select Admin<\/b> Tab
\n3. Click on Duplicate Checking<\/b> button
\nThis will open a pop up screen as shown in screenshot below where in you can select record type on which dedupe behavior is to be enabled. You can select other fields to be checked. Note that Enable duplicate checking in the database<\/b> checkbox must be checked to enable duplicate checking.<\/p>\n

\"Image-2\"<\/a><\/p>\n

Once you have made this configurations, whenever user enters a company record which already exists, system will give alert saying you are creating duplicate record. If users says yes he can enter new data. If he clicks No action is cancelled.<\/p>\n

\"Image-3\"<\/a><\/p>\n

Also Read:<\/span> <\/strong><\/em>
\n1) How to identify and backup correct Sage CRM Database<\/a>
\n2) Disable Date Time Picker in Sage CRM v7.2<\/a>
\n3) How Library documents are stored<\/a>
\n4) New way of Client side field customizations<\/a>
\n5) Migrate Communications from Salesforce to Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Duplicate entries in customer masters are the pain for ever CRM system, but nowadays CRM systems are capable of handling that pain to some extent.\u00a0 On this blog I have already discussed how the dedupe behavior works on Sage CRM. Now I will explain how to configure the same in ACT CRM \u00a0Related Post: Change\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,107,135],"tags":[495,671,932,1065],"class_list":["post-5503","post","type-post","status-publish","format-standard","hentry","category-act-crm","category-de-duplication","category-enable-act-crm","tag-act-crm","tag-checking","tag-de-duplication","tag-enable"],"yoast_head":"\nEnable De-duplication check in Act CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enable De-duplication check in Act CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Duplicate entries in customer masters are the pain for ever CRM system, but nowadays CRM systems are capable of handling that pain to some extent.\u00a0 On this blog I have already discussed how the dedupe behavior works on Sage CRM. Now I will explain how to configure the same in ACT CRM \u00a0Related Post: Change\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2013-11-13T05:50:40+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/Image-1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/\",\"name\":\"Enable De-duplication check in Act CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/Image-1.jpg\",\"datePublished\":\"2013-11-13T05:50:40+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/Image-1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/Image-1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Enable De-duplication check in Act CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Enable De-duplication check in Act CRM - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/","og_locale":"en_US","og_type":"article","og_title":"Enable De-duplication check in Act CRM - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Duplicate entries in customer masters are the pain for ever CRM system, but nowadays CRM systems are capable of handling that pain to some extent.\u00a0 On this blog I have already discussed how the dedupe behavior works on Sage CRM. Now I will explain how to configure the same in ACT CRM \u00a0Related Post: Change\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2013-11-13T05:50:40+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/Image-1.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/","name":"Enable De-duplication check in Act CRM - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/Image-1.jpg","datePublished":"2013-11-13T05:50:40+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/Image-1.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/Image-1.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/13\/enable-de-duplication-check-in-act-crm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Enable De-duplication check in Act CRM"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/5503","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=5503"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/5503\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=5503"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=5503"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=5503"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}