Duplicate check and merge – VTiger Experts https://www.vtexperts.com VTiger Support, Development, Data Migration, Customization and Extensions, Plugins, Addons.. Wed, 24 Oct 2018 23:09:53 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 Can Custom Field Be Checked For Duplicates In VTiger 7 https://www.vtexperts.com/can-custom-field-be-checked-for-duplicates-in-vtiger-7/ https://www.vtexperts.com/can-custom-field-be-checked-for-duplicates-in-vtiger-7/#respond Fri, 28 Sep 2018 20:47:00 +0000 https://www.vtexperts.com/?p=14626 Duplicate Check & Merge is an extraordinarily useful extension for VTiger that is designed to find & merge any existing duplicate records, as well as to prevent any potential duplicates. Compatible with ALL Standard & Custom Modules as well as any Standard & Custom fields which can be configured to work as a ‘duplicate check fields‘, duplicates are checked on every entry point possible including Quick Create, Summary View, Detail View, Create & Edit Views. It eliminates any possibility of errors.   How to Check Custom Fields Go to Menu > Settings > CRM Settings > Extension Pack > Duplicate Check and Merge. Click on the “Add new field” in the related module block. Add the custom field. You can also cross check this custom field. Click “Save” button.  In record detailed view. Click “Warning Icon“. Click Merge.  You can see the Contact is merged with the new contact.   For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

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]]> https://www.vtexperts.com/can-custom-field-be-checked-for-duplicates-in-vtiger-7/feed/ 0 Check For Duplicates Across In Contacts And Leads In VTiger 7 https://www.vtexperts.com/check-for-duplicates-across-in-contacts-and-leads-in-vtiger-7/ https://www.vtexperts.com/check-for-duplicates-across-in-contacts-and-leads-in-vtiger-7/#respond Fri, 08 Jun 2018 01:04:46 +0000 https://www.vtexperts.com/?p=13876 Duplicate Check & Merge is an extraordinarily useful extension for VTiger that is designed to find & merge any existing duplicate records, as well as to prevent any potential duplicates. Compatible with ALL Standard & Custom Modules as well as any Standard & Custom fields which can be configured to work as a ‘duplicate check fields‘, duplicates are checked on every entry point possible including Quick Create, Summary View, Detail View, Create & Edit Views. It eliminates any possibility of errors. How to Check for Duplicates Open a record in Contacts.     Click on the “Warning Icon“.     Here we can see the potential Duplicate records. We can also see Cross Checks in multiple modules.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

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]]> https://www.vtexperts.com/check-for-duplicates-across-in-contacts-and-leads-in-vtiger-7/feed/ 0 Merge Duplicates In VTIger 7 https://www.vtexperts.com/merge-duplicates-in-vtiger-7/ https://www.vtexperts.com/merge-duplicates-in-vtiger-7/#respond Mon, 07 May 2018 21:07:33 +0000 https://www.vtexperts.com/?p=13546 Duplicate Check & Merge is an extraordinarily useful extension for VTiger that is designed to find & merge any existing duplicate records, as well as to prevent any potential duplicates. How to Merge Duplicates Go to Contacts Details there you can see a Red Sign before records which have duplicate values. Click on the sign and click on the “Merge Record“.     Click on the “Merge” button.     The Primary record will be retained after the merge. You can select columns to retain values but the other records will be deleted. Click on the “Merge” button to apply the merge.     For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.

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