Find and merge duplicates

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1. Bulk duplicate search is run for the entire database, manually or on schedule. “Local duplicate search is run for a particular new record automatically when you save the record.” You can also merge any duplicate records manually without running the search. This option is available for all sections.

   In Duplicate record management

2. Duplicate records may appear whenever you add new records to Creatio sections. Find and merge duplicates to maintain the quality of your Creatio data. “Bulk duplicate search is run for the entire database, manually or on schedule.” Local duplicate search is run for a particular new record automatically when you save the record.

   In Duplicate record management

3. Local duplicate search is run for a particular new record automatically when you save the record. “You can also merge any duplicate records manually without running the search.” To use the duplicate search feature in Freedom UI, a no-code developer should add a button that triggers the action "Open duplicates page" to the relevant section's list page.

   In Duplicate record management

4. Local duplicate search is run for a particular new record automatically when you save the record. “This option is available for all sections.” To use the duplicate search feature in Freedom UI, a no-code developer should add a button that triggers the action "Open duplicates page" to the relevant section's list page.

   In Duplicate record management

5. You can also merge any duplicate records manually without running the search. This option is available for all sections. “To use the duplicate search feature in Freedom UI, a no-code developer should add a button that triggers the action "Open duplicates page" to the relevant section's list page.” Duplicate search in Classic UI is available in the Accounts, Contacts and Leads sections. Creatio uses a set of pre-configured rules to search for duplicates. For example, duplicates may be identified by identical phone numbers or email addresses. Creatio lets you customize these rules in several ways:

   In Duplicate record management