How It Works

This article will explain how duplicates in the Contacts module are identified. Our extension uses information from specific Contacts module fields and scans across Leads, Contacts, Accounts, and Vendors modules to detect potential duplicates. It compares information available in specific Contacts module fields to find duplicates. Identified duplicate contacts are tagged with the Check Duplicates in Notes tag and directs links to all potential duplicates are added in the Notes related lists for you to easily access them and take further action.

Contacts Module Information Used for Duplicate Searches

• Email
• Email Domain
• Secondary Email
• Secondary Email Domain
• Phone
• Mobile

Where Duplicates Are Searched

Leads Module

• All standard and custom email fields
• All standard and custom phone fields

Contacts Module

• All standard and custom email fields
• All standard and custom phone fields

Accounts Module

• All custom email fields
• All standard and custom phone fields

Vendors Module

• All standard and custom email fields
• All standard and custom phone fields