Essential solution to help you keep your SugarCRM data in perfect shape!
Primary source of problems with your SugarCRM data is duplicate entries that you are making while working. Eliminate those with advanced detection techniques and resolve them in few easy steps.
Why your SugarCRM needs this solution
Finding and eliminating duplicates can be configured for any module in Sugar. This can be any out-of-box module or custom module. This allows you to find duplicate data anywhere inside your Sugar.
No matter how many modules you have you will be able to create unlimited number of detection processes to find and eliminate duplicates. Your detection rules can be simple or complex and span across multiple fields.
Rules for detecting duplicate record can utilize any field you have in your module. You can create simple or complex rules that utilize any number of fields in detection process.
In your duplicate detection rules, you will have the option to define if fields will have to match exactly or it can be a Fuzzy (sounds like) match. By leveraging broader Fuzzy (sounds like) match, you will be able to detect duplicates even with spelling errors or miss typed entries.
Within duplicate detection process you will have the option of choosing if you want to resolve duplicate records yourself or have it done automatically. This will help you save great amount of time on duplicate resolving.
With our advanced overview dashboard, you can easily navigate found duplicates, filter them and resolve them with few mouse clicks. Not only can you resolve duplicate records, but you can also ignore found duplicates in case that you don’t want to merge them.
Apart from finding and eliminating duplicate records, you can track from statistics perspective how your SugarCRM is doing. Know how many duplicate records have been found and resolved per module.
After resolving and merging duplicate records, you will be provided with detailed history of what has been merged and when. You will also be able to preview merged records like they are still existent in your SugarCRM so you can double check older data from merged records.
Keeping SugarCRM data accurate is one of the most important things that will contribute to your team efficiency. Our solutions delivers you ability to find SugarCRM duplicates and eliminate them in few easy steps.
Unlimited number of duplicate detection jobs
Supports any Sugar sidecar module
Resolve duplicate records yourself or have it auto done
Supports SugarCRM 8.0+ and above
Supports On-demand and On-premise installation
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Find the duplicate records by names, anyphones, and email-address from the modules like Account, Contacts, Leads. This addon helps you to quickly find and merge the duplicate records in CRM