CRM Record Search

Duplicate records can clutter CRM, leading to inefficiencies and confusion. The CRM Record Search module streamlines lead management by enabling a centralized duplicate check before new records are created.

With a dedicated Duplicate Record Finder menu in CRM, users can quickly search for existing leads, mailing list contacts, and customer records based on Name, Email, or both, ensuring data consistency and preventing redundant entries.

Functionality at a Glance:

1.  Centralized Duplicate Search:
   Checks across CRM, Mailing List Contacts, and Contacts before lead creation.
2. Customizable Search Methods:
   Choose to search by Name, Email, or both via CRM settings.
3. Dedicated CRM Menu:
   Access the Duplicate Record Finder directly from the CRM module.
4. Categorized Search Results:
   View duplicates grouped under CRM, Mailing List Contacts, and Contacts.
5. Direct Record Access:
   Each duplicate has an external link to review the full record in a new tab.
6. Smart Filtering:
   Displays only sections with duplicate records; otherwise, shows "No Records Found."

Example Use Case:

A sales representative is about to create a lead for John Doe. Instead of manually searching for duplicates, they:

1. Open the Duplicate Record Finder in CRM.
2. Enter "John Doe" or "[email protected]" in the search fields.
3. Click Search – The system scans across CRM, Mailing List Contacts, and Contacts.
4. If duplicates exist, they are categorized, and the user can open each record to decide on the next steps.
5. If no match is found, the user can confidently proceed with creating a new lead.