Duplicate Management

Duplicate Management

When a new record is submitted through Bigin forms, the system checks for duplicates based on unique field data. You can configure how the system should handle duplicate submissions within the form submission rules.

The Duplicate Management option will be available by default in the form submission rules for Contacts and Companies records. While it's always accessible, it functions effectively only when the form includes fields marked as unique within the module.

In this setting, you have three options to manage how duplicate records are handled during form submissions. Your choice will determine how the system handles records that match existing contacts or companies.

Manually approve duplicates: This is selected by default. When a record submitted through this form matches an existing contact or company, it will be sent for manual approval. During the approval process, you can choose to either create a new duplicate record or merge the new information with an existing record.

Merge duplicates: If you choose this option, the system will automatically update the matching record with the new data. If multiple matching records are detected against the submitted record, it will be sent for manual approval.

Allow duplicates: Selecting this option means that all submitted data will be created as new records, regardless of whether they match existing unique values. This ensures that no records are filtered out due to duplication

Notes 
  1. If no unique fields are configured in the module, the duplicate check will be skipped, and all submissions will be treated as new records.
  2. By default, all forms are set to 'Manually Approve Duplicates.' You can adjust this setting anytime to fit your preferences.
  3. Duplicate management is available for Premier and Bigin 360. 

 
 

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now









                                                                                                                            • Related Articles

                                                                                                                            • Find and merge duplicate records

                                                                                                                              Duplicate records pose a significant problem when you work with large volumes of data. It is important to keep your database free from duplicates to ensure your business runs efficiently. A database containing duplicate records doesn't offer easy ...
                                                                                                                            • Duplicate cleanup

                                                                                                                              A landscaping company uses Bigin to keep track of their customers and prospects. They add details of the people who have expressed interest in their services to their contacts module, whether through inquiries on their website, referrals from ...
                                                                                                                            • Eventbrite for Bigin

                                                                                                                              Eventbrite is a global platform for creating, managing, and promoting events. It offers tools for event registration, ticketing, and attendee management, catering to both small and large-scale events. With a user-friendly interface, Eventbrite ...
                                                                                                                            • iPad - Delete a record

                                                                                                                              The deleted records will be moved to the recycle bin. To permanently delete a record from the recycle the user must be an Administrator in Bigin. To delete a record Go to the desired module. Tap the record that you want to delete. Tap the More icon. ...
                                                                                                                            • iPhone - Delete a record

                                                                                                                              The deleted records will be moved to the recycle bin. To permanently delete a record from the recycle the user must be an Administrator in Bigin. To delete a record Go to the desired module. Tap the record that you want to delete. Tap the More icon. ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources