The Name and Email Duplicates Check options are present in the Contact Record and Add Contact pages.

emc_crm_check_duplicates_options

Name

These two options allow you to control the behaviour of how the Duplicate Name Checker works in the Contact Record.  By default these options are off, because they will need an API Connection set up first to make them work.

The option “Check for duplicates on Name” has 5 options, which 4 are do with a combination of the First Name and Last Name checks.  It is recommended that you set this to “First and Last Name (Together)” option as it would be the best option for checking of duplicate names.  Depending on what option is selected, the results will appear under the First Name or Last Name fields.

The option “Check for duplicates on Name when Contact Record is shown” will immediately conduct the Duplicate Name check when the Contact Record page is shown.  Note, this will delay the opening of the page slightly as it will require an API call to be conducted.

Note, please remember that people will have same names, so if a duplicate is mentioned, double check the rest of the items before determining if they are a duplicate person or not.

emc_contact_record_duplicate_name_check

emc_contact_record_duplicate_name_check_ok

 

Email

These two options allow you to control the behaviour of how the Duplicate Email Checker works in the Contact Record.  By default these options are off, because they will need an API Connection set up first to make them work.

The option “Check for duplicates on Email Address (1,2,3)” will make the 3 Email Address fields check for any duplicates.  You need to set the cursor in the box, enter the email address, then tab out (lose focus), so that the check can be conducted.  The result of the check will appear underneath the Email field as shown in the 2 examples below.  You can click on the numbers in blue to open up their associated contact records.

The option “Check for duplicates on Email Address when Contact Record is shown” will immediately conduct the Duplicate Email Address check when the Contact Record page is shown.  Note, this will delay the opening of the page slightly as it will require an API call to be conducted.

 

emc_contact_duplicates_found

emc_contact_record_duplicate_email_check