Checking for Duplicates on Company Records

Starting with Propertybase version 1.481 the system automatically checks for duplicates when creating a new Company record. If your account was created prior to the release of 1.481, this article will show you how to configure this feature.

Note: Before configuring this feature, please update to the latest version of Propertybase.

Create Matching Rule

In order to check for duplicates on new Company records, we need to create a new matching rule. 

  • Click the gear icon in the top right of the screen, then click Setup.
  • Type 'Matching' in Quick Find and then click Matching Rules.
  • Click New Rule.
  • Choose Account for the Object
  • Click Next.
  • Create a new Matching Rule based on the image below.

Note: You can configure this rule differently, however below is our recommendation.

  • Click Save.
  • Click Activate.

Edit Company Record Page

Next we need to add the Potential Duplicates component to the Company record page.

  • From any Company record, click the gear icon in the top right of the screen, then click Edit Page.
  • Drag 'Potential Duplicates' from the Lightning Components menu and insert on the right side of the page.
  • Click Save.

Activate Duplicate Rule

Almost there! To finish up, we will create a new rule and duplicate checking with be enabled.

  • Click the gear icon in the top right of the screen, then click Setup.
  • Type 'Duplicate' in Quick Find and then click Duplicate Rules.
  • Select Standard Account Duplicate Rule.
  • Click Edit.
  • Scroll down and select Account Duplicate Rule for Matching Rule.

Note: You may have named your rule differently. Select the rule you created in the previous step.

  • Click Save.
  • Click Activate.

Done! You now have automatic duplicate checking activated for Company records.

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