Duplicate Checking when Adding Accounts and Contacts



  • R.C. Chancy

    We do not get this window. We have Duplicate Checking enabled; it works in v19 but doesn't seem to work in v20.

  • Barbara Key


    Please enter a support ticket so your configuration for this can be reviewed.


  • Theresa Gorman

    I am working on cleaning up duplication at the moment.  My issue going forward is how to prevent duplication that is down to user entry variables.  I had thought putting something in the search field on the account would address this.  e.g.

    Company name se7en

    One user enters the name seven

    One user enters the name se7en

    So I have it written correctly in the account name and the incorrect entry in the 'search' but on entering a new account with the name seven no suggestion is put forward and a new account is created.

    I would have thought it would make sense to use the 'search' field in the account when considering duplication.

    If I used the Legal name for variables would these be checked?  The common cause is where users enter the complete name and others enter the acronym

  • Barbara Key


    The behavior is different when adding contacts or accounts in V20. But,  if adding an account we would have expected a duplicate to be found if the spelling was the same in the name field. If this is not what you are seeing can you enter a ticket in your respective region so this can be reviewed in detail? 

    The Search field or the legal fields are not currently part of the duplicate search in v20, but you can definitely enter this as an enhancement request for future reviews. 


  • Alex Calderhead

    Will inactive accounts also be suggested as duplicates?

  • Kaitlyn Batliner

    Hello Alex,

    Great question! When creating an account or contact, Active, Prospective, and Inactive Accounts will be suggested as Duplicates. Purged accounts will not be suggested.

    Thank you and have a great day!

    Kaitlyn Batliner

    Ungerboeck Consultant

  • Alex Calderhead

    Thanks, Kaitlyn.

  • Pat Falkner

    Is there a way to check duplicates when editing an existing account?  If so, how?

    Registrant account entered into the system under j.smith@gmail.com.  Later, you go to edit it to be j.smith@hotmail.com.

    j.smith@hotmail.com already exists but no warning or prompt is given when you try to save the record resulting in duplicate emails.

  • Kaitlyn Batliner

    Hi Pat,

    You are correct in that the system does not currently check for duplicate email addresses when editing accounts/contacts in back office. In back office, duplicate checking occurs when adding accounts/contacts to the system. When adding an account or contact in back office, the system checks on a number of fields, including but not limited to email address. 

    This would be a great idea to add to our Product Ideas Forum so Product Management can review.

    Kaitlyn Batliner

    Ungerboeck Consultant

  • Pat Falkner

    Thanks Kaitlyn.

    Already submitted.

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