Maintaining clean and accurate data is the cornerstone of success. EspoCRM has taken a significant stride towards data precision with its latest 8.0.0 version, introducing robust Duplicate Checking features that empower businesses to streamline their data integrity practices.
Duplicate Checking Fields
One of the standout features of EspoCRM 8.0.0 is the introduction of Duplicate Checking Fields. This powerful capability allows users to specify which fields to examine when conducting duplicate checks. Configurable at Administration > Entity Manager > Your entity > Edit, this feature provides unprecedented control over the duplicate checking process.
Entity Types:
- Account
- Contact
- Lead
Custom Entity Types:
- Base
- Base Plus
- Company
- Person
Field Types:
- Person Name
- Varchar
- Phone
- URL
- Barcode
Empowering Customization: Tailoring Duplicate Checks to Your Needs
EspoCRM users can now refine their duplicate checking criteria based on specific fields, ensuring a more tailored and efficient process. Whether it’s a person’s name, email, or even a custom barcode, the Duplicate Checking Fields feature puts you in control, providing a level of precision that enhances data accuracy across your CRM.
Duplicate Check on Update: Real-time Precision for Dynamic Data
In the dynamic landscape of Account, Contact, Lead, and custom entity types of Person and Company templates, the ‘Duplicate Check on Update’ parameter takes duplicate checking to the next level. This feature enables the system to perform duplicate checks not only during record creation but also during updates, ensuring real-time precision as your data evolves.
How to Leverage These Features:
- To configure Duplicate Checking Fields, navigate to Administration > Entity Manager > Your Entity > Edit, and customize the fields according to your specific criteria.
- Activate the ‘Duplicate Check on Update’ parameter for Account, Contact, Lead, or custom entity types of Person and Company templates, ensuring continuous duplicate monitoring as your records evolve.
Elevate Your Data Integrity Practices Today
EspoCRM 8.0.0’s Duplicate Checking features offer more than just data precision; they provide a customizable and dynamic solution to the ever-evolving landscape of customer data. Whether you’re a small business or an enterprise, embracing these features ensures that your CRM remains a reliable hub of accurate information.
Conclusion:
In the fast-paced world of CRM, where data accuracy is non-negotiable, EspoCRM 8.0.0’s Duplicate Checking features stand out as a testament to the platform’s commitment to user empowerment and data precision. Upgrade to the latest version today and experience a new era of streamlined, efficient, and tailored duplicate checking.
