Enhancements to duplicate contact checks

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.219

No additional configuration is required for this update - however, the prompt to enter a phone/email address to check for duplicate contacts is a configuration option (and can also be set-up to be compulsory or optional)
Enterprise clients can request for this functionality to be enabled/changed/disabled, click here to contact Reapit Support

Some enhancements have been made when adding contacts or applicants to the system to help prevent duplicate records being added, as follows:

multiple checks are carried out when adding a new contact - each time duplicate contact details are added to the record, this is flagged
when adding duplicate contact details on an applicant record, the Activity section has been reorganised to allow the applicant's current roles to be seen more easily

Both enhancements are explained in more detail below

1. Multiple checks carried out when adding a contact

When adding a new contact record, an initial check for any duplicate contacts is carried out (as usual):

Enter a telephone number/email address for the new contact and click Search
This is existing functionality
When continuing to add a new contact and duplicate contact details are added, such as an email address or mobile number - on clicking the tick icon to accept/enter the information
The potential duplicate prompt screen is displayed
- If Contact not correct is clicked (bottom left) and further duplicate contact details are entered (e.g. mobile), the above prompt will be displayed again

Prior to version 12.219, the above prompt above would only have been shown on the initial entry of duplicate contact information when choosing to add a new contact and, when adding further contact information on the contact record, no further checks would have taken place

The behaviour of multiple checks on contact information being entered on a contact record, now matches the behaviour seen when adding a new applicant or vendor

2. Activity section

To provide better visibility of a contact’s current roles, when adding a new applicant where duplicate contact details are found:

The Activity section shows the contact’s current applicant roles first and the Applicants section is expanded by default

Enhancements to duplicate contact checks

Related articles