Find duplicate records by names, any phone numbers, and email-address from modules like Account, Contacts, Leads. This add-on helps you to quickly find and merge any duplicate records in your CRM.
Data cleansing or data cleaning is the process of detecting and correcting (or removing) duplicate or inaccurate records from the database and refers to identifying incomplete, incorrect, inaccurate data and then modifying, or merging the coarse data.
Find duplicate records easily and properly fix it
Duplicate rows can cause all sorts of problems with your data analysis. For example, it is hard to properly segment your customers by size when the sales data is spread between multiple duplicates, hiding their true purchase volume.
That’s why we recommend using this add-on, which is designed to help you quickly find and merge duplicate records.
How to find duplicates
Goto the administrator panel and click on Check the Duplicate records. It will show the filter for for searching the duplicate records. Select the module and field then Click on Seach. [ below image searched the duplicates on Account > Email address ]
Merge the Duplicate Records
Once you get the list of records then click on checkbox of particular records for merging. You can also go to that particular record on clicking on Name link.
Just Click on the Merge Records button so it will redirect to CRM Merge records layout.
Email - firstname.lastname@example.org
Skype - dreamertechs
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Scan Identical Leads
Have newly created leads? Processing imported leads from one or more sources? Quickly identify if there is already an existing lead by setting up your predefined parameters. Any possible duplicates will be highlighted and noted when viewing a given lead.
Find Duplicates BEFORE You Save! Instead of waiting until after you enter a new record's information to know if it's a duplicate, know after the first field if you're working on a duplicate. Say NO to redundant data! Improve your SuiteCRM data quality by being prompted of duplicate values while ...