by Dreamer Technologies

Duplicate Checker helps to prevent duplicate records in your CRM for the Account, Contact and Lead modules. If your CRM has duplicate records then the wrong data can be displayed and used by your users. Stop the possibility of misleading information being used by your team by using Duplicate Checker.

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User Guide

General Concepts

Checking By Name

Duplicate Name.png

Checking By Number

Duplicate Number.png

Checking By Email

Duplicate Email.png

Duplicate Checker for Suite CRM works on any existing or custom field of type varchar, Name, Phone or Email Address. It prompts the user if the value has already been used while they are creating records. It can be configured to prevent record from being saved or only popup notification prompting duplication.

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