PLATFORM WORKFLOW
Task Description: How to edit, save and reset duplicate criteria settings
Objective: To show Organization Admins permission level and Users how to edit, save, and reset duplicate criteria settings
Organization: All
System Permission Level: System Admin/User and Organization Admin/User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Settings tab on the Module Menu Panel.
Step 5
At the top of the Settings page, click on the Contact Duplicate tab to access the Duplicate Criteria page.
Before we continue, what is Contact Duplicate? Contact Duplicate allows admins and users to configure and manage duplicate-checking criteria, ensuring consistent data integrity across organizations and modules.
Step 6
All Duplicate Criteria will use the Default Settings. Click the accordion tab to view the default criteria for each module.
Step 7
To modify the default criteria, deselect the Use Default Settings checkbox and a popup will materialize.
Step 8
The popup will prompt you with a question. Select Yes to proceed with changing the criteria. After confirming, you can edit the criteria fields.
Step 9
To edit the criteria fields, click the Select Fields dropdown.
Step 10
The dropdown contains Standard and Business fields. To add more criteria, select the desired fields. To remove a criterion, deselect the field.
Step 11
After selecting all fields, click the Add Field button to update the criteria.
NOTE: Always click Add Field after making any edits, including removing fields.
Step 12
After clicking Add Field, you can choose to Add Priority. Adding a priority allows you to add another set of criteria with a different priority level. For help adding fields to Priority Set 2, refer to steps 9 and 10.
Step 13
To reorder priority tiles, click the drag-and-drop symbol to rearrange them. The system will check duplicates based on the highest-level priority first (e.g., Priority 1), then proceed to check the subsequent priority if configured.
NOTE: If Priority 2 is moved above Priority 1, the system will automatically rename Priority 2 to Priority 1.
Step 14
Once all fields and priority sets are added, click the Save button to save or update your changes.
Step 15
To revert to the Default Settings, select the Use Default Settings checkbox and a popup will materialize.
Step 16
The popup will prompt you with a question. Select Yes to revert to the Default Duplicate Settings.
Step 17
A button will appear next to the Use Default Settings checkbox. Click the Update button to finalize the change.
Step 18
Repeat the process for other modules to configure the duplicate-checking criteria to meet your organization’s needs.
