I have a problem with the "Duplicate search". I have two rules that search for duplicates based on Mobile Phone (for Contact) and based on CUI (for Accounts). After finishing the duplicate search I've discovered that it takes similar mobile phones or CUI. It doesn't search for identical ones.
For examples: the search tells me that a Contact with mobile phone "0722222" is a duplicate for Contact that has "0722221". I only want to find Contacts that have the mobile phone identical.
Since deduplication utilizes Global Search for duplicate detection, the only way to search for an exact match of a phone number is by changing the global search template to without_ngram.json.
However, in such a case, the exact match search will not only be performed on the phone number but also on all fields.
More information about templates can be found in the article.
Additionally, in such situations, we recommend configuring the search to include a minimum of 2 fields.
For example: Name + mobile phone, Email + mobile phone, which will narrow down the search scope and provide more accurate results.
Hello! When merging duplicates when the data has different values, the system allows you to choose which one is correct. In my case, the data differs in several fields, but the system only offers one field.
The column will be displayed in the "Merge duplicates" window, as soon as there is a conflict between values of this column in the records you are about to merge. However, there are a few exceptions:
- column is included in the list of ignored columns;
- it's empty;
- it's a system column.
As we see the column from your screenshot is included in list of ignored columns (base logic of the system):
As mentioned in the article I have shared in a previous message - "Creatio will not duplicate identical communication options, addresses, and noteworthy events."
It's a base logic of a system which is specified in system's code. The screenshot I've shared in a previous message displays the part of the code with a list of ignored columns.
I have a Business Process that creates Leads based on incoming mails. The scenario that creates a problem is- Person- X recommends person- Y and sends a recommendation mail. Now receiving this Mail the BP creates a new Lead. Meanwhile person-Y sends a mail describing His needs, following which the BP gets triggered and creates a new Lead for this mail. Currently both the mail refers to Person-Y, and 2 leads are created for Person-Y. I need to avoid this duplicate Lead creation. I tried to use "Setup duplicate rules" option, but both mails have different names and email ID.
I am sure that adding a duplicate search rule is as simple as clicking on the "new" button. The thing is that this button is gone... Does anyone else know what the cause of this is?
The behavior you have described looks like you are using an old duplicate search mechanism on that website which doesn't allow you to create your own custom DS rules.
Please contact our support team at support@creatio.com so we could enable/provide you with instructions on how to enable the ElasticSearch duplicate search tool.
The behavior you have described looks like you are using an old duplicate search mechanism on that website which doesn't allow you to create your own custom DS rules.
Please contact our support team at support@creatio.com so we could enable/provide you with instructions on how to enable the ElasticSearch duplicate search tool.
What you mentioned is for inserting/updating object. Merging is quite different as it will also update all references to the merged object, and then remove duplicated object.
Unfortunately, there are no add-on's for automatic merging or records in Account section at the moment. Instead, you can file a request to our support for development consultation to create such functionality on your site.
