MCA Suite is pleased to release an administrative tool to help our clients identify potential duplicate contacts and deals — The “Dupe Catcher.” Our broker clients highlighted the need to catch duplicated records in the CRM as one of their must-have features to address a major pain point, which is agents entering duplicate contacts and deals into the system, and contacting the same merchants multiple times.
To prevent duplicated contacts and deals, MCA Suite’s administrative tool will identify and display the potential duplicate record (a contact, company or a deal) it finds in the system by showing it against the original entry. MCA Suite administrators will have the option to remove the duplicate entry by deleting it or accept the potential duplicate as a new entry in the CRM.
Click here to learn more about the Dupe Catcher’s logic of identifying potential duplicates and how to use the administrative tool. The “Dupe Catcher” is a work-in-progress project. We look to our current and potential clients to help us improve the logic and rules we have implemented to catch potential duplicates. Please feel free to contact us via email, Twitter or Facebook with your suggestions.