Difference between revisions of "Duplicate Check"
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=Overview= | =Overview= | ||
| − | When adding a new | + | When adding a new Organization or User to the database, the system is able to check if the given value already exists in the database.<br /> |
In order to edit the settings of Duplicate Check, go to '''Organizations''' or '''Users''' tab in [[:Category:Global_Settings|Global Settings]] | In order to edit the settings of Duplicate Check, go to '''Organizations''' or '''Users''' tab in [[:Category:Global_Settings|Global Settings]] | ||
[[File:DuplicateCheckUser.png|thumb|none|500px|User Duplicate Check Settings]] | [[File:DuplicateCheckUser.png|thumb|none|500px|User Duplicate Check Settings]] | ||
| − | The above settings will prevent the creation of multiple contacts with the same | + | The above settings will prevent the creation of multiple contacts with the same full name/email address combination. |
By default, Duplicate Check access on profiles is set to be visible to all internal users. To enable or disable Duplicate Check for specific roles, go to [[:Category:Global_Settings|Global Settings]], click on the '''Security''' tab and select [[System Visibility Permissions]]. The '''Show Duplicate Check''' setting can be controlled on the Company Logic and User Logic tabs. | By default, Duplicate Check access on profiles is set to be visible to all internal users. To enable or disable Duplicate Check for specific roles, go to [[:Category:Global_Settings|Global Settings]], click on the '''Security''' tab and select [[System Visibility Permissions]]. The '''Show Duplicate Check''' setting can be controlled on the Company Logic and User Logic tabs. | ||
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* Organization Name | * Organization Name | ||
* Phone | * Phone | ||
| + | |||
| + | ==Signup Pages== | ||
| + | Duplicate checks can also be included on signup pages, for both users and organizations, to screen registrants for duplicates in the system. The settings for these duplicate checks are configured on the signup page, see more at [[Signup Pages]]. | ||
==See Also== | ==See Also== | ||
Revision as of 16:31, 25 May 2023
Overview
When adding a new Organization or User to the database, the system is able to check if the given value already exists in the database.
In order to edit the settings of Duplicate Check, go to Organizations or Users tab in Global Settings
The above settings will prevent the creation of multiple contacts with the same full name/email address combination.
By default, Duplicate Check access on profiles is set to be visible to all internal users. To enable or disable Duplicate Check for specific roles, go to Global Settings, click on the Security tab and select System Visibility Permissions. The Show Duplicate Check setting can be controlled on the Company Logic and User Logic tabs.
Defaults
When the organization and user duplicate checks haven't yet been set up, they will default to the following criteria:
Users
- First Name
- Last Name
- Phone
Organizations
- Organization Name
- Phone
Signup Pages
Duplicate checks can also be included on signup pages, for both users and organizations, to screen registrants for duplicates in the system. The settings for these duplicate checks are configured on the signup page, see more at Signup Pages.
See Also
- For duplicate check settings - see Duplicate Check Settings
- Restrict Duplicate Emails setting on User & Contact Settings section of Global Settings
