Avoid duplicate records

1. Log in to Bigin with admin privileges.
   
2. Go to Settings and then Fields and select the desired module.
   
3. Go to the desired field and click the edit icon.
   
4. Select Do not allow duplicate values.
   
5. Click Save. 

Note: The Do not allow duplicate values option is not available for the Activities module.

Find duplicate records

1. Go to the Contacts or Companies module.
   
2. Click the desired record.
   
3. In the Details page, click the more icon and then click Find & Merge Duplicates.
   
4. Specify the criteria for finding duplicate records in the Search Criteria section.
   
5. Click Search.
   The matching records will be listed so you can identify duplicate records.
6. In the Merge section, select the records you want to merge.
   
7. Click Next.
   
8. Select the record that you want to set as the Master Record.
   
9. Click Select All if you want to take all the master record's values as the final values and merge the duplicates. Or click the radio buttons next to the fields for other records to take those values as final values and merge the duplicates.
   
10. Click Merge.
    All selected values from the duplicate records will be merged with the master record. All the related records of the duplicates (Attachments, Notes, and Activities) will be merged with the master record. 

Note:

Find and merge lets you merge duplicate records into a single master record and delete the duplicate records. The record which is retained is considered the master record and the deleted records as duplicate records. Automation actions that are triggered on Edit will be executed when the master record is updated and automation actions that are triggered on Delete will be executed when the duplicate record is deleted. For instance, if you have a workflow rule that sends an email alert when a record is deleted then this workflow rule will be triggered when a duplicate record is deleted.