Duplicate check and merge
Can Custom Field Be Checked For Duplicates In VTiger 7
September 28, 2018
Article
Duplicate Check & Merge is an extraordinarily useful extension for VTiger that is designed to find & merge any existing duplicate records, as well as to prevent any potential duplicates. Compatible with ALL Standard & Custom Modules as well as any Standard & Custom fields which can be configured to work as a ‘duplicate check fields‘, duplicates are checked on every entry point possible including Quick Create, Summary View, Detail View, Create & Edit Views. It eliminates any possibility of errors. How to Check Custom Fields Go to Menu > Settings > CRM Settings > Extension Pack > Duplicate Check and Merge. Click on the “Add new field” in the related module block. Add the custom field. You can also cross check this custom field. Click “Save” button. In record detailed view. Click “Warning Icon“. Click Merge. You can see the Contact is merged with the new contact.  For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Check For Duplicates Across In Contacts And Leads In VTiger 7
June 8, 2018
Article
Duplicate Check & Merge is an extraordinarily useful extension for VTiger that is designed to find & merge any existing duplicate records, as well as to prevent any potential duplicates. Compatible with ALL Standard & Custom Modules as well as any Standard & Custom fields which can be configured to work as a ‘duplicate check fields‘, duplicates are checked on every entry point possible including Quick Create, Summary View, Detail View, Create & Edit Views. It eliminates any possibility of errors. How to Check for Duplicates Open a record in Contacts. Click on the “Warning Icon“. Here we can see the potential Duplicate records. We can also see Cross Checks in multiple modules. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.
Merge Duplicates In VTIger 7
May 7, 2018
Article
Duplicate Check & Merge is an extraordinarily useful extension for VTiger that is designed to find & merge any existing duplicate records, as well as to prevent any potential duplicates. How to Merge Duplicates Go to Contacts Details there you can see a Red Sign before records which have duplicate values. Click on the sign and click on the “Merge Record“. Click on the “Merge” button. The Primary record will be retained after the merge. You can select columns to retain values but the other records will be deleted. Click on the “Merge” button to apply the merge. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.