Duplicate check for addresses

Duplicate check for addresses

Product line

Standard

|

Expert

Operating mode

CLOUD ABO

|

ON-PREMISES

Modules

Services & CRM

Budget & Phases

Purchases

Resource Planning

Business Intelligence

Created: 16.08.2010
Machine translated
Updated: 13.08.2020 | New screenshots.

Vertec offers Duplicate Check when entering addresses. To activate this feature, the system settings Address > Duplicate Check when entering addresses must be set to YES.

When entering addresses, a check is made to see if an address with the same name already exists in the CRM. The comparison is performed as a substring comparison between the new and existing values, without different notations.

The duplicate check is triggered when the following fields are changed:

ClassesFieldsWhat is being searched

company

Name

All companies

Personality

Surname, first name

All persons

SimpleAddress

Surname, First Name
zuHanden

All Simple Addresses

Contact us

Surname, first name,
personal or company assignment

Contacts on the same company or in company hierarchy (parent/subsidiary companies)

couple

Surname, first name, personal assignment

Couples

For People, Simple Addresses and Contacts, the duplicate search will only be started if the first and last names are not empty. Substrings will also be compared (case-insensitive).

For couples, first name and last name must be entered on both persons or both persons must be selected. First name and last name must be identical (case-sensitive).

If duplicates are found, they are shown in a list and can be opened by double-clicking. However, the entered value is accepted.

dubletten.png