Preventing users from creating records with the same email address

Mailchimp identifies records by email address. If a group sent to Mailchimp contains two or more records with the same email address, Mailchimp rejects the group.

To ensure that a Person, Company, or Lead record being added to the system has a unique email address, system administrators can enable the detection of duplicate email addresses.

With the detection of duplicate email addresses enabled, if a user is adding or editing a Person, Company, or Lead record and tries to assign an email that is already used by another record of the same type in the system, an error occurs.

For example, a Person record and a Lead record can have the same email address, but two Person records cannot.

To enable the detection of duplicate email addresses:

  1. Go to <My Profile> | Administration | System | System Behavior
  2. Click Change.
  3. Set Detect duplicate emails to Yes.
  4. Click Save.