Hi,

Is there a way to log the merge while using the 'find and merge duplicates' function? If I merge 2 Contacts, will I be able to see the merge in the Change log or somewhere else in the system?

Thank you!

Like 2

Like

1 comments

Hello,

Thank you for your question. Unfortunately, it is not possible to set up logging for the "Merge duplicates" action at the moment. However...MoreLess

Show all comments

Hi,

Has someone figured out how to merge duplicate contacts in the contacts section in freedom UI ? The documentation only shows classic UI contact page https://academy.creatio.com/docs/8.x/creatio-apps/creatio_basics/busine…



Cheers,



Damien

 

Like 7

Like

11 comments

Hello,



Unfortunately, it is not possible to check the deduplication for a contact record while it is being created. You can do it through ...MoreLess

Show all comments (10)

Hi community,

I want to merge duplicated records under the section Cases. I have a ton of cases that have common information and in my situation, there is a key field created by me which stores an external identifier of the record, which is different from the default Case autogenerated number fiel...MoreLess

Like 0

Like

1 comments

Hello!

Please check the article below. There you will find detailed instructions regarding your question.

https://academy.creatio.com/docs/user/platform_basics/business_data/dup…

 ...MoreLess

Show all comments

Hi 

I have active duplitace rule 

Contact duplicates. Full name but still i can create new contact with the same name...

i shouldn't have option to save becouse this contact already exist but i can... and system do not show me similar contact at all

Like 0

Like

0 comments
Show all comments

Hi i want to make new duplicate search rule

I created a new workplace and added a new section. I wish it would look for duplicates for the records in this section. Which has the same order date, account and Opportunity

- created new order (object - zamowenia, add new order)

Like 1

Like

6 comments

Hello!



Please ensure that the duplicate search rules were added to the custom section according to the instruction.

The bulk duplicate search...MoreLess

Show all comments (5)

Hi,



When searching duplicates, we have no clue how many duplicates there are when the results are shown, there is no total number showcasing this.



Is there anyway to find it out ?



Thanks,



Damien

Like 2

Like

1 comments

Hello Damien,

There is no such a metric that can show the total amount of duplicates found by the process. But I will create a query to...MoreLess

Show all comments

Hello!



Where can I find Accounts and Contacts, excluded from duplicates search as 'Not duplicate'?

There are doubts and some of same mistakenly were marked as 'Not duplicate' in global duplicates search and it is necessary to remove this mark

Thank you!

Like 0

Like

3 comments

Hello,

Can you please specify what Creatio version you have and also your Deduplication service version?

Show all comments (2)

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.

Like 0

Like

5 comments
Best reply

Roman,



Hello, 



Adding it once again, should be visible now:

Best regards,

Anastasiia

Show all comments (4)

Hi Community,

I have a requirement that in details once you created a record with a record number(for Ex:-800009),  you can't create another record with same record number. I have to restrict the duplicate creation of record number.

Can anyone help me to achieve this?

Like 1

Like

4 comments

Hello Jagan,

Unfortunately, at the moment, deduplication functionality can only be used for the main columns of the object, i.e. You canno...MoreLess

Show all comments (3)

Hi Team,



How does this merge records will work?



There are dplicate record in a section and this "Merge Record" menu option is disabled. Bulk duplicate search service installed.



If "Show duplicate Account" duplicate rule is ran, it shows the list and the merge works and generally if a duplicate record is searched in filter and if there are multiple entries, after selecting all duplicate entries, this merge record menu option is disabled.

Besr regards,

Bhoobalan Palanivelu.

Like 1

Like

4 comments

"Merge records" on the actions menu should become enabled when you select more than one record in the list (as long as the user also has th...MoreLess

Show all comments (3)