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.
There are two scenarios for duplicate search:
- 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.
For applications in the CRM system workspace, a default set of rules is configured.
You can modify the preset rules or set your own conditions for finding duplicates in any system apps. The configuration process is the same across all workspaces. For more details on working with duplicates, using the CRM workspace as an example, refer to the articles:
- Duplicate search settings in the CRM workspace;
- Advanced duplicate search settings;
- Detect duplicates when creating new app items;
- Detect duplicates among existing app items;
- Mark an app item as a duplicate.