Flag duplicates

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  • Updated 5 months ago
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I have a CRM app where your basic customer data is entered - Name, address, phone, email. The data can be entered two ways, 1) Manually by a user 2) Automatically using  Zapier. 

I would like to be able to set a checkbox field for a potential duplicate by either email address or combination of first-last name.

I need to be able to analyze the info before I decide what to do with it as sometimes a duplicate has valuable info so I don't want to use any 'must be unique' options. This would also cause my Zapier inputs to fail.

Any ideas on best way to accomplish this?
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Steve Laurel

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Posted 5 months ago

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In order to flag dips you will need a new table with a key field of the value you are looking for duplicates of. So for example email address.

Initially populate that table with a summary report grouping in email address and copy over to the email table.

Then make a relationship back to the details table based in email address and you can then make s uammrubif the # of details for each email address.

Look up that summary count down to the daetals and you will have your flag Then to auto maintain it, I like to create a field on t(e parent tale called email exists? As a formula checkbox field set to the formula
True

Then look that up down to the details Record.

Then set up an Automation to fire and add a record in the email parent table when a record is added or modified and the email exists lookup field is false.
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Steve Laurel

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Thanks for the quick response Mark. I will set this up.