The Duplicate Contact Manager can perform day-to-day duplicate contact checking and prevent the creation or update of duplicate contact records. You must select which contact fields require unique field data across contact records and activate the duplicate contact checking setting.
Afterwards, when a user creates or updates a contact, TeamConnect compares the new contact's data against existing contacts to determine whether duplicates exist and warn the user.
If you activate the Duplicate Contact check for day-to-day usage, the following activities are affected:
•Creating a new contact from the Create a new Contact screen
•Updating an existing contact (person or company)
•Creating a new contact (person or company) from a Contact search module pop-up window
•Creating a new contact from a wizard using a contact search module (Search for Contacts pop-up window)
•Creating a new contact through the XML layer