CRM Compatibility :

Edition: Open Source

Version: 1.5 & above

Joforce Smart Duplicate Merger

Product version 1.0

Detect, merge and prevent your JoforceCRM from duplicates using our JoforceCRM Duplicate Merger. Efficiently manage your CRM with clean and accurate data.

  • Configure any Modules which needs duplicate check.
  • Separate duplicate search fields and merge fields for selective Joforce modules.
  • Able to mention fields that are to be used as Primary fields
  • Enable Backend process to check for duplicates created through API & Bulk Update.
  • Merge selective field of record with the information in the duplicate record.
  • Audit logs of duplicate check and merge

Single Domain

1 Year Free Support & Upgrade

Requires ionCube Loader (10 or ↑)

How JoforceCRM Smart Duplicate Merger Works

Mark unique fields

Mark any CRM record field as unique to check for duplicates.

Spot the duplicate

Check over modules in JoforceCRM and pop out an alert if any duplicate is found.

Handle duplicates

After detecting a duplicate, you can either skip it or merge the duplicate with the primary CRM record.

Products Demo

Product Demo

Take a quick whirl and get to know about Joforce Smart Duplicate merger

Enable or Disable Duplicate Merger

Easy to enable or disable duplicate merger on individual modules as per your need.

enable-diable-duplicate-merger-joforcecrm

Unique field to detect duplicates

Pick the CRM module’s fields whether to check or check & merge the duplicates in JoforceCRM. .

Smart_Duplicate_Merger_settings

Merge duplicates with primary record

Manage duplicates in JoforceCRM by merging the duplicate field with the Primary CRM record field.

smart_duplicate_modal

View logs for duplicate records

Shows logs for all duplicate records found inside JoforceCRM..

Smart_Duplicate_Merger_log

Features

Features

Find duplicate Records
  • Mistakes are accidental, duplicate records can be inserted somehow into your CRM with spelling errors, typos or with different formatting.
  • Our JoforceCRM Duplicate Merger detects the duplicates efficiently by the smart comparison made with already existing data.
  • Checks for duplicates in the all over JoforceCRM module to exactly locate the duplicate.
  • Complete control over the settings with which you want to detect duplicates.
Maintain duplicate free leads
  • Build CRM with unique Lead information after running every new campaign and mass data import into your CRM.
  • Eliminate all duplicate records from JoforceCRM with scheduled Cron.
  • Concatenate your duplicate records with the primary record of your JoforceCRM without losing any information.
  • Can trigger duplicates manually at the time of bulk uploads.
Keep away from duplicating
  • It assists your salesman to maintain clean CRM by instant notify if any duplicates spotted.
  • Whenever you create or update records in JoforceCRM it'll show you alert in real time with advanced duplicate detection.
  • Get alert even if the entered Lead info matches with any records in Contacts, Organizations, or any other modules in JoforceCRM.
  • Users having JoforceCRM Duplicate Merger access can define the list of primary fields that to be merged.

Have any Question ?

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