194 lines
18 KiB
HTML
194 lines
18 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="en">
|
||
|
||
<head>
|
||
<title>Duplicate search</title>
|
||
<meta name="generator" content="Help+Manual" />
|
||
<meta name="keywords" content="" />
|
||
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
|
||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<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..." />
|
||
<meta name="picture" content="" />
|
||
<meta property="og:type" content="website" />
|
||
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
|
||
<meta property="og:url" content="https://brix365.com/en/help" />
|
||
<meta property="og:image" content="" />
|
||
<link rel="icon" href="favicon.png" type="image/png" />
|
||
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
|
||
<link rel="stylesheet" href="./jquery-ui.min.css" />
|
||
<link rel="stylesheet" href="default.css" />
|
||
<link rel="stylesheet" href="./search-yandex.css" />
|
||
<link rel="stylesheet" href="./article.css" />
|
||
<link rel="stylesheet" href="./glossary.css" />
|
||
<link rel="stylesheet" href="./theme.css" />
|
||
<script type="text/javascript" src="jquery.js"></script>
|
||
<script type="text/javascript" src="helpman_settings.js"></script>
|
||
<script type="text/javascript" src="helpman_topicinit.js"></script>
|
||
|
||
<script type="text/javascript" src="highlight.js"></script>
|
||
<script type="text/javascript">
|
||
$(document).ready(function(){highlight();});
|
||
</script>
|
||
</head>
|
||
|
||
<body>
|
||
|
||
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
|
||
|
||
<header class="header elma-365">
|
||
<div class="container">
|
||
<a class="header__logo" href="https://brix365.com/en/help">
|
||
<img src="./logo-en.svg" alt="header logo">
|
||
</a>
|
||
<!-- <div class="hero__search-form" id="search-panel">
|
||
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
|
||
<label class="search-form__label">
|
||
<span id="reset-search" class="search__icon"></span>
|
||
<input class="search-form__input" type="text">
|
||
</label>
|
||
<input class="search-form__submit" type="submit" value="Submit">
|
||
</form>
|
||
</div> -->
|
||
|
||
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
|
||
<div class="hero__search">
|
||
<a href="#" id="search-icon" class="hero__search-icon">
|
||
<img src="search-icon-white.svg" alt="search string">
|
||
</a>
|
||
<a href="#" id="side-menu-icon" class="hero__side-icon">
|
||
<img src="side_menu.svg" alt="side menu">
|
||
</a>
|
||
</div>
|
||
<div class="header__navi">
|
||
|
||
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
|
||
|
||
|
||
</div>
|
||
</div>
|
||
|
||
</header>
|
||
|
||
|
||
|
||
|
||
<main class="main container">
|
||
|
||
<aside class="sidebar" id="sidebar">
|
||
<div class="sidebar__header">
|
||
<a class="header__logo" href="https://brix365.com/en/help">
|
||
<img src="./logo-light-en.svg">
|
||
</a>
|
||
<span class="sidebar__close elma-365-close" id="close"></span>
|
||
</div>
|
||
<div class="sidebar__wrapper" id="side-menu">
|
||
|
||
</div>
|
||
</aside>
|
||
|
||
<article class="article" id="article">
|
||
<div class="article-inner">
|
||
<div class="content">
|
||
<header class="article__header">
|
||
<div class="article__bread" style="display:flex; gap:10px;">
|
||
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
|
||
|
||
<div class="topic__breadcrumbs">
|
||
<p>Low-code designer > App builder / Duplicate search</p>
|
||
</div>
|
||
|
||
</div>
|
||
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Duplicate search</span></h1>
|
||
</div>
|
||
|
||
</header>
|
||
<section class="article__content">
|
||
<div class="scroll-top-inner">
|
||
<a href="#h1-article" class="scroll-top"></a>
|
||
</div>
|
||
<!-- Placeholder for topic body. -->
|
||
<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>
|
||
<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>
|
||
<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>
|
||
<ol style="list-style-type:decimal">
|
||
<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>
|
||
<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>
|
||
<ol style="list-style-type:decimal" start="2">
|
||
<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>
|
||
<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>
|
||
<ul style="list-style-type:disc">
|
||
<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>
|
||
<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>
|
||
<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>
|
||
<ul style="list-style-type:disc">
|
||
<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>
|
||
|
||
<div class="bottom-nav">
|
||
|
||
<a id="prev-link" class="topic__navi_prev" href="add-extended-context.html">
|
||
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
|
||
class="bottom-nav__link">add-extended-context.html</span>
|
||
</a>
|
||
|
||
|
||
<a id="next-link" class="topic__navi_next" href="360009669292.html">
|
||
<span class="bottom-nav__link">360009669292.html</span> <span
|
||
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
|
||
</a>
|
||
|
||
</div>
|
||
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
|
||
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
|
||
|
||
</section>
|
||
</div>
|
||
<aside class="article__sidebar" style="display:none">
|
||
<input type="checkbox" />
|
||
<div class="article__arrow"></div>
|
||
<div class="table-of-contents elma365-right" id="toc2Content">
|
||
<h3 class="h3-toc">In this topic</h3>
|
||
<nav id="toc2"></nav>
|
||
</div>
|
||
</aside>
|
||
</div>
|
||
</article>
|
||
</main>
|
||
<footer class="footer">
|
||
<div class="footer-container">
|
||
<div class="footer-mobile">
|
||
|
||
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
|
||
|
||
|
||
</div>
|
||
<div class="footer-wrap">
|
||
|
||
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
|
||
|
||
<div class="footer-flex-b">
|
||
<span class="footer-copy">© 2025 BRIX</span>
|
||
<ul class="footer-list">
|
||
|
||
<li class="footer-item">
|
||
<a href="#" class="arrow-top" style="display: block;"></a>
|
||
</li>
|
||
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</footer>
|
||
<iframe name="hmnavigation" style="display:none!important"></iframe>
|
||
<script src="./jquery-ui.js"></script>
|
||
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
|
||
<script src="./jquery.tocify.min.js"></script>
|
||
<script src="./TypoReporter.min.js"></script>
|
||
<script src="./google-search.js"></script>
|
||
<script src="./main.js"></script>
|
||
</body>
|
||
|
||
</html>
|