Release Date: June 16, 2023
Overview
We have introduced an enhancement that displays duplicate contact records in Contact360, Account360, and Deal Cards. Duplicate records are identified based on the contact’s email address or phone number (including business and other available contact numbers), allowing users to easily review and manage duplicate records.
Use Case: This enhancement helps users quickly identify duplicate contact records across Contact360, Account360, and Deal Cards. By reviewing and merging duplicate records when necessary, users can maintain accurate data and reduce duplicate entries across the system.
To view the enhancement:
- Navigate to Contacts.
- Click on a contact to view the contact 360.
If you click on the Duplicates Found tab, the list of duplicate records will be visible.
You can select a few of those details and can merge them if required.
- Similarly, if you navigate to deal cards and open a deal card, under Linked Contacts, you will find the duplicate record.
- Additionally, even if you navigate to Accounts and click on contacts under Account 360, you will find the duplicate record details.
