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Duplicate Checker on The Layer
Duplicate Checker on The Layer
We have introduced a new feature which will present you with a list of potential duplicates on the system while creating a new lead record.
When you are creating a new lead and navigate away from the field, the duplicate checker will validate the entire system and present back the results.
Enable Lead Duplicate Checking
To enable the 'Lead Duplicate Checking' go to Settings-> Company Settings and in Configuration section tick the button as per below image
Duplicate Checked Fields
Below are examples of each of the fiels that will now be checked by The Layer's duplicate checker.
Company Name
I'm creating a lead called 'Training', all customers and leads containing that word will be presented at the top.
The presented records have a link available to access existing records for comparison before creating a new one.
Phone Number
When you enter a phone number of the contact the duplicate check will match the number against the 'Mobile' number as well as 'Telephone' number field.
Contact Name
Duplicate check also works on the First and Last Name combination. Once both fields are entered the duplicate checker will present suspected duplicates.
Email Address
If you know the email address of your contact type it into the field navigate away from the field and you will be presented with potential duplicate leads which are matching the email address.
Post Code
If you know the post code of the lead record, type it into the post code field once you navigate away the potential duplicates will appear at the top.
Respecting View Mode
The suspected duplicates screen respects the 'View All' permission, meaning when a user doesn't have this permission activated they won't be able to access somebody's elses records.
N.B: There is nothing that will stop users from creating a lead record if a duplicate is detected.
Author: Michaela Gormanova