When an account or contact is added to Momentus Enterprise, the application can be configured to perform a duplicate check to ensure the same account or contact does not already exist. Duplicate checking is performed during the save process and is checked against existing Enterprise data.
For more information about the end user process, see Manage Duplicate Accounts and Contacts.
In this article:
Standard Duplicate Checking Criteria
Duplicate criteria when adding new Accounts
When adding a new account, the Possible Duplicates window displays if the new account meets one of the following criteria:
- Account name matches between the new and existing account.
- Email field matches between the new and existing account.
Duplicate criteria when adding new Contacts
When adding a new contact, the Possible Duplicates window displays if the new contact meets one of the following criteria:
- First name, last name, and company name fields all match between the new and existing contact.
- First name, last name, and postal code fields all match between the new and existing contact.
- Email field matches between the new and existing contact.
Options in the Possible Duplicates window
The Possible Duplicates window will prompt you to choose from the following options:
- Keep: choose this option to keep the new record you have entered and save it as its own account or contact.
- Select: choose this option to cancel adding a new account/contact, and instead edit the appropriate existing account or contact. Selecting an existing account or contact opens the Edit Account or Edit Contact screen so you can add any new or changed information.
Configure Duplicate Checking
If you would like to customise the criteria for duplicate checking on accounts, you can configure this in the Configure Duplicate Checking window.
To configure Duplicate Checking:
- Navigate to the Configure Duplicate Checking page.
- Enter the necessary information:
- No Duplicate Checking: If checked, Enterprise does not check for duplicates. If unchecked, Enterprise checks for duplicates according to the configuration created. Momentus recommends keeping this unchecked. You can bypass this setting when processing imports of Accounts/Contacts.
- Omit Country for Communication Check: If checked, country code is not included in communication code duplicate checking.
- Rebuild Communication Codes: If checked, Enterprise checks the Communication Types for any changes to the Duplicate check box.
- In the Organization Duplicate Checking tab, choose how you would like the system to check for account duplicates:
- Check Account Name Instead of Each Word Separately: If this box is checked the application will check the account name as a whole. When checked, the option to select the characters for multiple words is removed.
- First character(s) of the account name: add the number of characters on the account name to be used to check for duplicates.
- First character(s) of the first/second/third/fourth/fifth word: add the number of characters of each word of the account name to be used to check for duplicates.
Although an Individual/Contact Duplicate Checking tab is available on the layout of the Configure Duplicate Checking window, there is no administration configuration required for the duplicate checking of contacts. - Click OK. The Duplicate Checking configuration is saved.
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