When uploading data to BRIX, duplicates may appear. These are app items that store the same information. For example, this can happen when a sales rep creates a customer record that another employee has already added to the system or uploads an already existing document.
To avoid confusion, the system includes data matching checks that are performed according to configured rules. This allows you to detect duplicates, merge them, and continue working with a single item.
начало внимание
Working with duplicate records in all system workspaces becomes available when you activate the paid BRIX Contractor Management solution, either separately or as part of one of the CRM solutions that includes duplicate search. Only users with a license for this solution will be able to configure search conditions and process duplicates.
конец внимание
A default set of rules is configured for apps in the CRM workspace. For more information on enabling and using them, see Duplicates in the CRM workspace.
You can modify the preconfigured rules and set your own duplicate search conditions in any app of the system. The configuration is the same across all workspaces.
To trigger specific actions when merging duplicate records in the system, you can configure an event handler in the custom module. This can launch a specified script or a business process added to the module each time identical app items are merged. For example, during the process, a user responsible for the deal receives a notification about merging of the deal with another item.
How to use duplicate search
You can configure duplicate search rules and use them for the following purposes:
- Duplicate search during item creation.
When a new item is added to an app, it is automatically checked against the active duplicate search rules. If matches are found, the user can either cancel the creation or save the item, for instance, if different contacts with similar names are being added. Later, the item can be marked as a duplicate in its page or on the duplicates settings page.
- Duplicate search among all existing app items.
You can run a duplicate search for already added app items. This is useful:
- When items are created automatically in the app, such as when a web form on your site is set up to add leads.
- When you have imported data, such as a new customer database from an Excel spreadsheet.
- If you have enabled a different set of rules or changed their settings.
- Data synchronization in related records.
Duplicate search can be used to find related CRM app items, such as leads and deals, and copy the current data from one record to another. This allows you to update information on the page without manually filling in the fields.
To set up synchronization, in the pre-configured duplicate search rule, you need to map the fields of the apps to be filled in.
You can learn more about working with duplicates in the CRM workspace in the following articles:
- Create and configure rules.
- Advanced duplicate search settings.
- Detect duplicates when creating new app items.
- Detect duplicates among existing app items.
- Mark an app item as a duplicate.
- Synchronize data in app items using duplicate search.
- Event processing in duplicates.
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