About deduplication

Deduplication aims to prevent the user from adding duplicate entries by searching for similar entries and warning the user before the new record is added. You can use the Merge functionality, described in the User Help, to clean the data if duplication has already occurred.

Deduplication is enabled by default on new installations.

When deduplication is enabled, Sage CRM searches for duplicate records on Company, Person, Lead, and Account entities. Deduplication on these entities is based on the following fields and associated match rules:

• Company - match rules of type "contains" on Company name.
• Person - match rules of type "contains" on Person last name.
• Lead - match rules of type "contains" on Lead company name and Lead person last name.
• Account - match rules of type "contains" on Account name in some integrated environments.