Duplicated records

Created: 2018-07-04
Last updated: 2019-12-03

Post view count: 359

Sugester recognises duplicated records in clients database while adding a client. One of the parameters, by which the system is searching for duplicated data is the tax ID. To enable this feature, in Settings > CRM settings mark Block duplicate entries based on tax ID checkbox and save changes. While adding a client with existing tax ID, Sugester will not allow to proceed with adding. 

Other parameters used for blocking duplicated records are personal identity number, phone number or email address. It means that the system will show you this records if you try to add existing parameters and you won't be able to proceed:



It's an important feature that prevents from adding the same records to your database. Additionally, if your employees are assigned to different departments and one of them wants to add a client, who already exists in another department, the system will inform him/her.



 


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