{"id":8057,"date":"2014-06-10T09:24:13","date_gmt":"2014-06-10T09:24:13","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8057"},"modified":"2014-06-10T09:24:13","modified_gmt":"2014-06-10T09:24:13","slug":"consequences-of-de-duplication","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/06\/10\/consequences-of-de-duplication\/","title":{"rendered":"Consequences of De- Duplication"},"content":{"rendered":"

De-Duplication in Sage CRM is a feature which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. Sage CRM offers different ways in which we can set the dedupe behavior which he have already shared in our previous blogs.
\nRelated Post:<\/strong><\/em><\/span> Change the standard dedupe behavior<\/a>
\nWell, when users create new Company\/Person they directly land on New company\/person screen instead of having DE duplication screen. This actually happens when De-Duplication is set to No<\/b> in Data Management. In order to Enable De-Duplication you have to follow steps enlisted below:
\n1 Go to Administration |System | System Behavior<\/b>
\n2 Click Change <\/b>button.
\n3. Set Deduplication<\/b> to Yes<\/b>
\n4. This will enable deduplication.
\nDe-Duplication is enabled and you are still getting error message?<\/b>
\n\"Img-3\"<\/a>
\nError shown above is because of Match rules are not set in Sage CRM. So follow the steps given below to set match rules.
\n1. Go to Administration | Data Management | Match Rules<\/b>
\n2. Click New<\/b>
\n3. Select Match Field<\/b>
\n4. Select Match Type<\/b>
\n5. Click Save.
\nThis will add match rules and you will be able to see dedupe screen while creating new Company \/ Person as shown below.
\n\"Img-1\"<\/a>\u00a0\"Img-2\"<\/a>
\nNow that we know what dedupe is we can create Match Rules on different conditions and make usage of CRM more efficiently.
\nAlso Read:<\/strong><\/em><\/span>
\n1) Deduplication of SageCRM Opportunity<\/a>
\n2) Data Upload using Deduplication<\/a>
\n3) Make Calendar Control visible in Sage CRM<\/a>
\n4) Checklist for installing GUMU for Sage CRM \u2013 Sage 100<\/a>
\n5) Tracking your custom fields in SageCRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

De-Duplication in Sage CRM is a feature which prevents users from feeding duplicate records into CRM. This avoids redundancy and ensures optimal usage of database. Sage CRM offers different ways in which we can set the dedupe behavior which he have already shared in our previous blogs. Related Post: Change the standard dedupe behavior Well,\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":[73,75,128,324,332,351,1],"tags":[740,747,932,1954,2231],"class_list":["post-8057","post","type-post","status-publish","format-standard","hentry","category-configuration","category-consequences","category-duplicate","category-rule","category-sage-crm","category-screen-sage-crm","category-uncategorized","tag-configuration","tag-consequences","tag-de-duplication","tag-rules","tag-screen"],"yoast_head":"\nConsequences of De- Duplication - 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\/2014\/06\/10\/consequences-of-de-duplication\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Consequences of De- Duplication - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"De-Duplication in Sage CRM is a feature which prevents users from feeding duplicate records into CRM. 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