Duplicate Contact created
Fix a mistake
Situation
You have just created a Contact that already exists in CRM.
Recommendation
Turn on duplicate checking and merge on the Duplicates page.
Why
Two records for one customer split the history of Deals, Quotations and receivables. With the dedup flag on, the system warns at creation time and collects suspected duplicates on the Duplicates page.
Steps
- Turn on Contact duplicate checking in CRM settings.
- When creating a Contact, read the duplicate warning before saving.
- Open the Duplicates page to review suspected pairs.
- Pick the record to keep and merge.
Avoid
- Delete one record and recreate it by hand — history attached to the deleted record loses its link.
Roles & permissions
A CRM user with Contact write permission performs the merge.