Duplicate Detection

The Duplicate Detection component notifies Microsoft CRM users interactively when they are creating a Lead, Contact or Account record that appears to be a duplicate of an existing record. The features of Duplicate Detection are:

- Compares against Lead, Contact and Account records, using concept of ‘individual’ (i.e. Lead or Contact) and ‘organizational’ (i.e. Lead or Account) records to intelligently determine where duplicates exist
- Implements match code technology for rapid detection and display of potential duplicates as users are inserting and updating CRM records
- Allows administrators to define up to 5 match codes per record type (individual/organizational)
- Allows use of partial string, entire field and sound matching (Soundex) comparison options when configuring match codes
- Alternative Comparison rules can be enforced so names like Bob and Robert or letters like e and é can be compared. These rules are configurable for language and cultural subtleties
- Includes scheduled process for nightly detection of duplicates
- Includes a Potential Duplicates Queue where users can review potential duplicates that have been identified by the scheduled duplicate detection process