About deduplication

Deduplication prevents the users from introducing duplicate entries into the system. Deduplication enforces one or several match rules which check whether the value a user has entered already exists in Sage CRM. These match rules apply when a user creates a new record or edits an existing one.

If duplication has occurred, you can merge duplicate records as described in the User Help.

Deduplication is enabled by default for the following entities:

• Person. The default Person match rule checks if the Last name a user enters when creating or editing a Person record fully or partly matches an existing last name. For example, if a user enters Smith, then both Smith and Blacksmith are detected as possible duplicates. By default, deduplication checks for duplicate Person records within a company. A user is warned if there are two persons with the same name in the same company. However, a user is not warned if there are two persons with the same name in different companies.

• Company. The default Company match rule checks if the Company name a user enters when creating or editing a Company record fully or partly matches an existing company name. For example, if a user enters Right, then Design Right is detected as a possible duplicate.

• Lead. The default Lead match rule checks if the Last name and Company name a user enters when creating or editing a Lead record fully or partly match the last name and company name of an existing Lead record.

• Account. Deduplication for Account is available only when Sage CRM is integrated with a particular business management system. The default Account match rule checks if the Account name a user enters when creating or editing an account fully or partly matches an existing account name.