How to identify duplication of records when entering new records at the enterprise level?

Updated on September 5, 2019 09:26pm by Admin

Our normal “Duplication Rules” feature would address this requirement if we were using a single firm. As we have multiple firms, these duplications are made available across the multiple firms available. This can be achieved by creating a duplication rule by selecting “Enterprise duplication” or “Business duplication”.

Enterprise duplication

When the user selects the entity type as Enterprise duplication then we need to check for duplication across all the entity(Firm)

Business duplication

When the user selects the entity type as Business duplication then we need to check for duplication in the current entity(Firm)

Steps to create enterprise-level duplication rules


New contact


  • Go to Ledger app → Settings → Ledger → Legal entities.

Ledger flow


  • Create a legal entity.

Entity creation


  • Log in to the created business.
  • Go to Contacts App → Settings → Duplication rule.

Duplication flow


  • Select the “Entity Type” as “Enterprise duplication”.
  • Create a rule as Exact and attribute is Email.

Rule creation


  • Now, go to create a page.
  • Enter the values in the contact name and email and click the “Create” button.

New  duplicate


  • Now, the duplicate contact record will be displayed.


duplicate reflection