Duplication of records

Hello, good afternoon
Requesting your support with the following topic:
Currently in the CRM there is a warning message option to notify the user that records are being duplicated in the Accounts, Contacts or Prospects record, however, the user can press the "Ignore and Continue" option.
How can the user be blocked? So that you can not continue with the registration.
Thank you.

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  • Hi ,

    I am happy to share that our recent 2.0 release of Upsert Deduplicate contains a feature to prevent users from creating duplicates! For each module you configure in our plugin, you can choose whether you want users to be able to create records that match any of your duplicate detection criteria:

    Another new feature available as an add-on is the ability to detect duplicates across modules. Combining these features with increased power to control how duplicates are detected helps ensure your users are working with the right customer data at all times. If you would like a demo of the plugin, please contact us through our website.

    Chris

Reply
  • Hi ,

    I am happy to share that our recent 2.0 release of Upsert Deduplicate contains a feature to prevent users from creating duplicates! For each module you configure in our plugin, you can choose whether you want users to be able to create records that match any of your duplicate detection criteria:

    Another new feature available as an add-on is the ability to detect duplicates across modules. Combining these features with increased power to control how duplicates are detected helps ensure your users are working with the right customer data at all times. If you would like a demo of the plugin, please contact us through our website.

    Chris

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