Skip to content
English
  • There are no suggestions because the search field is empty.

Duplicate Detection

1. Navigate to Setup > Company > Duplicate Detection 2. Confirm "Detect Vendor Duplicates" is checked 3. Set Vendor Fields to Match to Email (full) 4. Press Save 5. Enter "ven: moldovanyi" into Global search 6. Select "Ace Moldovanyi" 7. Confirm a yellow banner appears with the text "Warning - This record may have duplicates. 8. Click the link under the text "duplicates" 9. Using the checkboxes, either mark one record or the other as primary, duplicate, or not a duplicate, and do the same to the other record. 10. In order to update the records press the Submit button