Database alerts when adding a Duplicate record
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Fran Lilley
We don’t always want to merge duplicate records. We don’t want important fields overwritten e.g. if a candidate is blacklisted. Their work history may be on their original record, we won’t want to lose that either. So we need the option of what to do - whether to delete the duplicate record, or in fact merge the two (but only update certain fields). Can the system alert us when we are adding a duplicate record and then ask us what action to take? It would be great if the existing record appeared on the screen side by side to the new record we are adding. That way a consultant could scroll through to check all fields and confirm whether or not it is a duplicate.
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Kanchan Singh
Merged in a post:
Manage Duplicates
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Doug Weir
Most databases have an ability to identify records that are potential duplicates. At present this can only be done manually and a fix for this would be hugely useful.
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Colin Tovey
And when you do add a duplicate dection make it configurable.. not just on email addresses as 50% of our 27000 records dont have email addresses
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Colin Tovey
A database is not worth having unless its clean. This is a necessity of any CRM or ATS.. as is company and record merge actions..
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Doug Weir
Completely agree but would add a request that the feature include an ability to list all potentially duplicated records based on name. Otherwise they just sit there undiscovered. Same approach as Google Contacts uses..
Laura Dowler
I second the need for alerts when the system automatically merges/updates records. Sometimes we use general emails or phone numbers that are not unique to the candidate and when the system overwrites that information automatically we don't realize what has happened until there is a problem.