Customizing deduplication screens

When deduplication is enabled, a new deduplication search screen is displayed when a user clicks New and selects Person, Company, or Lead.

You can customize deduplication screens. For example, you can add fields from the Address, Person, and Company tables to the Company Dedupe Search Screen. This is usually a subset of core company information such as Company Name, Address 1, and Zip Code.

When deduplication is enabled, two match rules are configured by default for the Lead Company Name and Lead Person Last Name fields on the Lead deduplication screen so you don't need to customize this screen or set up match rules.

In addition, when you click Add Contacts in Microsoft Outlook to add contacts to Sage CRM, the match rules applied to the Sage CRM fields are applied to the corresponding Outlook fields, triggering a warning if duplication is detected.

1. Click <My Profile> | Administration | Customization | Primary Entities | Company | Screens.
2. Click the Edit icon beside Company Dedupe Search Screen.
3. Add the fields that you want to appear on the screen and click Save. For example, the Company Name and the Address 1, and Zip Code fields. The Dedupe Search page that you created appears when you set up Match Rules.

To set up a Dedupe Search Screen for the Person entity, click Primary Entities | Person | Screens, and click the Edit icon beside Person Dedupe Search Screen.