SMART VTIGER DUPLICATE MERGING MODULE Version 1.2.0 Platform: VTiger 6 Smart Vtiger duplicate merge module is used to monitor and merge multiple instance. This document consist of description, feature, installation procedure and change log of our plugin.
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Smart VTiger Duplicate Merging module is to monitor, find and merge multiple instances of duplicate records automatically via cron
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SMART VTIGER DUPLICATE MERGING MODULE
Version 1.2.0
Platform: VTiger 6
Smart Vtiger duplicate merge module is used to monitor and merge multiple instance. This document consist of description, feature, installation procedure and change log of our plugin.
Description
Smart VTiger Duplicate Merge module is to monitor, find and merge multiple instances of duplicate records automatically via cron at regular interval of time based on the input fields and mapping saved by the user. This module will clean up your existing data, keeps it clean and intact records periodically.
More Information
Smart VTiger Duplicate Merge Module is to automatically find and merge thousands of multiple record duplicates to a selected primary record in your VTiger CRM. The smart VTiger duplicate module allows you to search even thousands of VTiger duplicates record. And also smart VTiger duplicate merging save so much of time and manual works in number of simple clicks. There is no need to search and merge for each and every duplicate record; instead it will automatically merge even the missing fields of every record using a very smart rule.
1. One time easy setup saved as profile for each enabled module
2. Choose the fields to matched at smart duplicate search
3. Options to edit profiles whenever required
4. Map the fields to be merged by smart merge module
5. Option to create different profile for each module
6. Can enable required and disable unwanted modules
7. Smart log features logs each and every action that takes place with view filters
8. Runs via cron in background at regular interval e.g. once a day
9. Enable, disable and change frequency of Cron
User has to ensure that Cron is configured inorder to successfully run the Smart Duplicate Merge Module. Smart Duplicate Merge Module mostly covers all the modules in VTiger CRM. This module highly recommended for those have many duplicate records and those who use third party connectors which lead to duplicate instances.
• Ensure that localhost/vtigercrm is changed to your vitger crm URL
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Important Note:
1. Ensure that VTiger Cron is configured properly to Smart Duplicate Merger and scheduler work as expected.
2. Module will consider only a record with same assigned user as duplicate
3. If two duplicates are find out, then first record acts as a primary record. Remaining records are considered as secondary. If the primary record has no values in a field and the secondary record has value in it, then secondary record value will be merged with the primary record field value. If there is no match found, then it is considered as conflict (User can find the conflicts in log) else record will be merged and deleted.
Smart Duplicate Merge Log
• Goto “Logs” menu
• This will show you the Smart Duplicate Merge logs based on match field and merge option of each modules
• Use search, custom view filters and pagination to short out the available log.
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• After generated the logs, Goto your VTiger Modules such as contacts, products etc.
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• It shows all records with merged content and without any conflicts.