• Duplicate Meeting Records

    Hello dear community,

    I have the "old" problem in CRM that communications are displayed multiple times.

    Since I installed the plugin "Component: UI changes to External Attendees (Sage CRM 2021)", the external attendees also appear as duplicates…

  • Lead Deduplication not working

    A customer is saying they are experincing an issue where CRM's deduplication is doing a poor job of picking up existing customers in CRM for new leads. After investigating a bit I would have to agree.

    See Below. Lead dedupe is set to 'Begins With…

  • Dedupe Company & Person at same Time

    Hi, 'm trying to create a dedupe check on the company screen, but I wanted to have the checking come from company data and also person data. I have add the field that I wanted from the company dedupe screen and also from the match rules. But It still…