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