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Duplicates (Accounts & Contacts)

duplicate accounts contacts

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#1 lilbiscuit

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Posted 09 May 2013 - 01:21 PM

Can Zurmo handle (merge) duplicate accounts / contacts?

 

Using the API to grab web leads and insert them into Zurmo can lead to duplicate accounts. Any thoughts on how to handle / prevent this?



#2 raysto

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Posted 09 May 2013 - 01:51 PM

We will have this functionality in 2.1. Might want to wait until then
http://zurmo.org/roadmap


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#3 justiceparty

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Posted 10 May 2013 - 08:53 PM

De-duping is huge. It would be cool to have a little strength meter indicating possibility of dupe account. Like 5 is 100% for sure, the system thinks it is an exact match and 4 stars is a match on something like email address, name and so on. Also good when adding an account to ask, 'We think this might be a dupe account (show star system), do you want to merge this info into the existing account or create a new account'. And nice to tell the system to ignore the two accounts (if you decide to make a new one) in the future when a dup report is run.

 

cheers



#4 raysto

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Posted 10 May 2013 - 09:33 PM

We have a couple ideas along the same lines. Our phase 1 dedupe/merge functionality might not have everything, but over time, we want to make it similar to how you describe. Great ideas, keep sharing them.


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#5 hugoxalapa

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Posted 18 September 2013 - 12:00 AM

Hello, i am using 2.2 but i cant find where i check for dupes contacts, is this already implemented, thanks in advance.



#6 raysto

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Posted 18 September 2013 - 01:31 AM

Hello, i am using 2.2 but i cant find where i check for dupes contacts, is this already implemented, thanks in advance.

We do not have dupe checker or dedupe during import yet.


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#7 infernet

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Posted 16 October 2013 - 12:27 PM

I cannot find the dedupe functionality or the case manager (support / helpdesk) in your roadmap. Could you please update it with a possible ETA?



#8 raysto

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Posted 16 October 2013 - 06:24 PM

We re-prioritized the roadmap (http://zurmo.org/roadmap) and are focusing all efforts on 2.5. Cases and dedupe will be in an upcoming release. I do not have an ETA yet. We want to solidify existing functionality before adding new features. Dedupe will likely be done before Cases. We will have more details on what will be on the roadmap once 2.5 is out of our hair.


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#9 kshitiz.sng

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Posted 29 July 2014 - 09:18 AM

Is there any way i can disable saving contact if a mobile or email is matched?



#10 oragroup

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Posted 22 October 2014 - 10:14 PM

Good evening,

 

Is there a way to add dedupe based on more criterias? I am looking for dedupe functions on leads, accounts, opportunities with the following:

 

dedupe by phone number

dedupe by company name

dedupe by address

dedupe by contact

etc.

 

Thanks for your help!







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