Additional contact types checked on internet registrations (portal leads) when searching for duplicate records - configuration option
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.165
A configuration option is available which ensures that when choosing to add an internet registrations lead to Reapit and the lead is checked for duplicates, both the work and home numbers on the lead are added to the search (carried out before the new record is added)
When enabled, this means that the work and home numbers are checked in addition to the mobile number and email address which are already checked by default
By increasing the number of contact details checked before adding a lead, this configuration option decreases the chances of adding a duplicate contact, therefore ensuring better data quality
To enable this configuration option, click here to contact Reapit Support
From Organiser:
As seen in the example above, several duplicates have been found which should be checked by double-clicking each record to view the record in detail Where no duplicates are found, click Add to create a new record for the selected lead |
Related articles