How can we restrict duplicate contacts in Creatio?
I want to prevent users from creating duplicate contact records. Is there a built-in way to restrict or detect duplicates based on fields like name, email, or phone number? Also, can we customize the duplicate check criteria?
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Thankyou for this marketplace app, i have a follow up question, will this work on those contacts too that will be creating automatically from landing pages or webforms.
Hello!
We recommend reviewing the process configuration that runs on record creation and using the deduplication element, which will automatically check the record based on certain rules and merge it accordingly: https://academy.creatio.com/docs/8.x/no-code-customization/bpm-tools/process-elements-reference/system-actions/find-and-merge-duplicates-process-element