Once the search is complete, Creatio will display a list of records identified as duplicates. For example, the Contacts section includes the Show duplicate ‘Contacts’ action.
You can search for duplicates manually in any section that has at least one duplicate search rule.
Creatio lets you customize these rules in several ways:Ĭustomize out-of-the-box contact, account, and lead duplicate search rules to suit your specific needs.Ĭreate custom rules for any Creatio section, including custom sections. For example, duplicates may be identified by identical phone numbers or email addresses. Creatio uses a set of pre-configured rules to search for duplicates. This option is available for all sections.īy default, duplicate search is available in the Accounts, Contacts and Leads sections. You can also merge any duplicate records manually without running the search. Local duplicate search is run for a particular new record automatically when you save the record. Find and merge duplicates to maintain the quality of your Creatio data.īulk duplicate search is run for the entire database, manually or on schedule. Duplicate records may appear whenever you add new records to Creatio sections.
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