Sometimes the cursor is still in a duplicate criteria field when the user clicks Save, and this standard warning is not presented. Normally, users are warned of possible duplicates when they click from a duplicate criteria field on a record to another field. On the Other Preferences tab, check the Show Duplicate Warning Popup on Records if you want to present a popup warning when a user clicks Save when the cursor is in a duplicate criteria field. For example, to exclude Gmail email addresses, you would enter gmail.Ĭlick anywhere on the list, press Enter and type the domain to be included without the dot com or dot net ending. Enter these excluded domains without the top-level domain (.com. If you want to exclude specific email domains from Email (domain only) duplicate detection, click the Excluded Domains subtab, and enter the domains you want to exclude. Check the Store Value box when creating a custom entity field to make it available as criteria in duplicate detection. On the Set Up Duplicate Detection page, the list of fields for each entity type includes To create or modify custom entity fields: you have created for those record types. You can base duplicate detection criteria on custom fields. Records must have matching information in all of the fields you select to be returned as possible duplicates.įor example, if you check the Detect Customer Duplicated box and then select phone and email in the Fields to Match On field, customers must have a matching phone number and a matching email address to be considered duplicates. These types of custom fields will not appear in the Fields to Match On box.įor a record of type Customer, selecting the field Company Name, makes the system search for duplicate matches in the Company Name field in the Customer Form. Duplicate detection does not support the following entity custom field types: Time Of Day, Rich Text, Password, and Date/Time.
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