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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 Joforce CRM 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
$299
Single Domain
1 Year Free Support & Upgrade
Requires ionCube Loader (10 or ↑)
How Joforce CRM 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 Joforce CRM 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 the Joforce Smart Duplicate merger
Features
Features
Find duplicate Records
- Mistakes are accidental, duplicate records can be inserted somehow into your CRM with spelling errors, typos or 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 Joforce CRM with scheduled Cron.
- Concatenate your duplicate records with the primary record of your Joforce CRM 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 Joforce CRM 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 Joforce CRM.
- CRM admin and other Users having Joforce CRM Duplicate Merger access can define the list of primary fields that are to be merged.
