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<title>Поиск дублей</title>
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<title>Duplicate search</title>
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<meta name="description" content="При загрузке данных в ELMA365 могут появляться дубли — элементы приложения, в которых хранится одинаковая информация. Например, когда менеджер по продажам заводит карточку..." />
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<meta name="description" content="When uploading data to BRIX, duplicates may appear. These are app items that store the same information. For example, this can happen when a sales rep creates a customer record..." />
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<p>Low-code дизайнер > Конструктор приложений / Поиск дублей</p>
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<p>Low-code designer > App builder / Duplicate search</p>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Поиск дублей</span></h1>
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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Duplicate search</span></h1>
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<!-- Placeholder for topic body. -->
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">При загрузке данных в ELMA365 могут появляться дубли — элементы приложения, в которых хранится одинаковая информация. Например, когда менеджер по продажам заводит карточку клиента, которого ранее уже добавил в систему другой сотрудник, или загружает уже созданный документ.</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Чтобы избежать путаницы, в системе предусмотрены проверки на совпадение данных, которые выполняются по настроенным правилам. Это позволяет обнаруживать дубли, объединять их и продолжать работу с одним элементом.</span></p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Работа с повторяющимися записями во всех разделах системы становится доступна при активации одного из </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="licenses-crm.html" class="topiclink">платных решений CRM</a></span><span style="font-size: 15px; font-family: Inter;">, в которые включён поиск дублей. Настраивать условия поиска и обрабатывать дубли смогут только пользователи с лицензией такого решения.</span></p>
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<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">У поиска дублей есть два сценария применения:</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">When uploading data to BRIX, duplicates may appear. These are app items that store the same information. For example, this can happen when a sales rep creates a customer record that another employee has already added to the system or uploads an already existing document.</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">To avoid confusion, the system includes data matching checks that are performed according to configured rules. This allows you to detect duplicates, merge them, and continue working with a single item.</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">There are two scenarios for duplicate search:</span></p>
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<ol style="list-style-type:decimal">
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<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Поиск повторяющихся элементов на этапе создания.</span></li></ol>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">При добавлении нового элемента в приложение он автоматически проверяется по активным правилам поиска дублей. Если найдены совпадения, пользователь может отменить создание или сохранить элемент, например, если добавляются разные контактные лица с похожими именами. Позже элемент можно пометить как дубль в его карточке или на странице настройки дублей.</span></p>
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<li value="1" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Duplicate search during item creation.</span></li></ol>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">When a new item is added to an app, it is automatically checked against the active duplicate search rules. If matches are found, the user can either cancel the creation or save the item, for instance, if different contacts with similar names are being added. Later, the item can be marked as a duplicate in its page or on the duplicates settings page.</span></p>
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<ol style="list-style-type:decimal" start="2">
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<li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Поиск дублей по всем существующим элементам приложения.</span></li></ol>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Вы можете запустить поиск дублей по уже добавленным элементам приложения. Это удобно:</span></p>
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<li value="2" style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; font-weight: bold;">Duplicate search among all existing app items.</span></li></ol>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">You can run a duplicate search for already added app items. This is useful:</span></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">когда элементы в приложении созданы автоматически. Например, вы настроили </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360012715039.html#adjust-web-form" class="topiclink">веб‑форму</a></span><span style="font-size: 15px; font-family: Inter;"> на сайте для добавления лидов;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">когда вы </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360009354059.html" class="topiclink">импортировали</a></span><span style="font-size: 15px; font-family: Inter;"> данные, например, базу новых клиентов из таблицы Excel;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">если вы включили другой набор правил или изменили их настройки.</span></li></ul>
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<p class="p_Normal">Кроме того, вы можете создать пользовательский модуль и настроить в нём <a href="events_processing.html#duplicates" class="topiclink">обработчик события объединения дубликатов</a>. С его помощью при каждом объединении одинаковых элементов, может запускаться заданный скрипт или добавленный в модуль бизнес-процесс. Например, в ходе процесса пользователю, ответственному за сделку, отправляется уведомление о её объединении с другим элементом.</p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Для приложений из системного раздела </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="crm-functions.html" class="topiclink">CRM</a></span><span style="font-size: 15px; font-family: Inter;"> настроен набор правил по умолчанию. Подробнее об их включении и использовании читайте в статье </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="duplicates.html#preset-rules" class="topiclink">«Дубли в разделе CRM»</a></span><span style="font-size: 15px; font-family: Inter;">.</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">Вы можете изменить преднастроенные правила, а также установить собственные условия для поиска дублей в любых приложениях системы. Настройка выполняется одинаково во всех разделах. Подробнее о работе с дублями на примере раздела </span><span style="font-size: 15px; font-family: Inter; font-weight: bold;">CRM</span><span style="font-size: 15px; font-family: Inter;"> мы написали в статьях:</span></p>
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<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">when items are created automatically in the app, such as when a </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360012715039.html#settingupaweb-form" class="topiclink">web form</a></span><span style="font-size: 15px; font-family: Inter;"> on your site is set up to add leads;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">when you have </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="360009354059.html" class="topiclink">imported</a></span><span style="font-size: 15px; font-family: Inter;"> data, such as a new customer database from an Excel spreadsheet;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;">if you have enabled a different set of rules or changed their settings.</span></li></ul>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">For applications in the </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="crm-functions.html" class="topiclink">CRM</a></span><span style="font-size: 15px; font-family: Inter;"> system workspace, a default set of rules is configured.</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-size: 15px; font-family: Inter;">You can modify the preset rules or set your own conditions for finding duplicates in any system apps. The configuration process is the same across all workspaces. For more details on working with duplicates, using the CRM workspace as an example, refer to the articles:</span></p>
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<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="duplicate_settings.html" class="topiclink">«Создание и настройка правил»</a></span><span style="font-size: 15px; font-family: Inter;">;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="duplicates-advanced-settings.html" class="topiclink">«Дополнительные настройки поиска дублей»</a></span><span style="font-size: 15px; font-family: Inter;">;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="duplicate-checking.html" class="topiclink">«Проверка на дубли при создании элемента»</a></span><span style="font-size: 15px; font-family: Inter;">;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="manual_duplicate_search.html" class="topiclink">«Поиск дублей по всему приложению»</a></span><span style="font-size: 15px; font-family: Inter;">;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="mark-as-duplicate.html" class="topiclink">«Как отметить элемент дублем»</a></span><span style="font-size: 15px; font-family: Inter;">;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter;"><a href="/ru/help/crm/duplicates-events-processing.html" target="_blank" class="weblink">«Обработка событий в дублях»</a>.</span></li></ul>
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<li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="duplicate_settings.html" class="topiclink">Duplicate search settings in the CRM workspace</a></span><span style="font-size: 15px; font-family: Inter;">;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="duplicates-advanced-settings.html" class="topiclink">Advanced duplicate search settings</a></span><span style="font-size: 15px; font-family: Inter;">;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="duplicate-checking.html" class="topiclink">Detect duplicates when creating new app items</a></span><span style="font-size: 15px; font-family: Inter;">;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="manual_duplicate_search.html" class="topiclink">Detect duplicates among existing app items</a></span><span style="font-size: 15px; font-family: Inter;">;</span></li><li style="line-height: 1.28; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="mark-as-duplicate.html" class="topiclink">Mark an app item as a duplicate</a></span><span style="font-size: 15px; font-family: Inter;">.</span></li></ul>
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<div class="bottom-nav">
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@ -146,7 +140,7 @@
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@ -154,7 +148,7 @@
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<div class="table-of-contents elma365-right" id="toc2Content">
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<ul class="footer-mobile__list"><li><a href="https://api.elma365.com/ru/" target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/" target="_blank">TS SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/elma365" target="_blank">Академия</a></li></ul><ul class="footer-mobile__list"><li><a href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li></ul>
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<div><span class="mobile-question-popup">Отправить фидбэк</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Задать вопрос</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Отправить"></div></form><div class="hidden fade-in question-success-xs">Ваш фидбэк отправлен.</div></div>
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