{"id":5880,"date":"2013-11-30T05:55:09","date_gmt":"2013-11-30T05:55:09","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=5880"},"modified":"2013-11-30T05:55:09","modified_gmt":"2013-11-30T05:55:09","slug":"change-default-dedupe-behaviour","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/30\/change-default-dedupe-behaviour\/","title":{"rendered":"Change Default dedupe behaviour"},"content":{"rendered":"

In Sage CRM, we have Match Rules defined for Company to restrict users from entering duplicate company records. Basically it is defined on Company Name field. Please refer below screenshot.
\nThe New Stuff:<\/strong><\/em><\/span> Migrate communications from Goldmine to Sage CRM<\/a><\/p>\n

\"Im1\"<\/a><\/p>\n

Suppose we want to add another field for e.g. \u201cCompany Registration<\/b>\u201d for Company dedupe then we can follow below steps.
\n1. Go to Administration<\/b> || Customization<\/b> || Company<\/b> || Screens<\/b>.
\n2. Click on hyperlink of \u201cCompany Dedupe Search Screen<\/b>\u201d.
\n3. Add the \u201cCompany Registration<\/b>\u201d field and save.<\/p>\n

\"Im2\"<\/a><\/p>\n

4. Then go to Administration<\/b> || Data Management<\/b> || Match Rules<\/b> || New<\/b>.
\n5. You can see that \u201cCompany Registration<\/b>\u201d field is available in the Match Field<\/b> dropdown as shown below.<\/p>\n

\"Im3\"<\/a><\/p>\n

6. Select the Match Type whichever you want and save.
\nAfter following above steps when you try to enter the company record with company name and Registration name which already exists in CRM then it will give you warning as Company already exists as shown below.<\/p>\n

\"Im4\"<\/a><\/p>\n

Also Read:<\/span><\/em><\/strong>
\n1) Enable De-duplication check in Act CRM<\/a>
\n2) Data Upload using Deduplication<\/a>
\n3) Change the standard dedupe behavior<\/a>
\n4) 3 Easy Steps to Add Sage CRM Custom Entity in Advanced Find<\/a>
\n5) Create Document Template in Sage CRM 7.1 SP2 and SageCRM 7.2<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage CRM, we have Match Rules defined for Company to restrict users from entering duplicate company records. Basically it is defined on Company Name field. Please refer below screenshot. The New Stuff: Migrate communications from Goldmine to Sage CRM Suppose we want to add another field for e.g. \u201cCompany Registration\u201d for Company dedupe then\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":[73,128,235,238,332,1],"tags":[740,1019,1138,1580],"class_list":["post-5880","post","type-post","status-publish","format-standard","hentry","category-configuration","category-duplicate","category-mapping-sage-crm","category-match-rules","category-sage-crm","category-uncategorized","tag-configuration","tag-duplicate","tag-field","tag-match-rules"],"yoast_head":"\nChange Default dedupe behaviour - 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\/30\/change-default-dedupe-behaviour\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Change Default dedupe behaviour - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, we have Match Rules defined for Company to restrict users from entering duplicate company records. 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