Vtiger 7 Report – Duplicate Prevention

There is a really nice duplicate prevention capability in Vtiger 7 (as seen in Vtiger On Demand).  The nicest aspect is that you can set the duplicate check criteria (up to 3 fields) and the system will proactively check dupes as contacts are created across many different areas in vtiger including:

  • Full form – create contact
  • Quick create form – create contact
  • Web form  – create contact

It’s worth noting that imports do not have use this dupe check as there is a separate dupe check built into imports.

https://helpdocs.vtiger.com/app/home?articleid=877

 

Interested in learning more? Let us send you an email.

Recent Blogs

Popular Blogs