Widget NOVA
Combining duplicates of a contact in Kommo
Automatic merging of duplicate contacts. As soon as a duplicate appears in the system, the widget combines these contacts. When combining in the final contact, all non-empty fields in duplicates are filled in, if the same field is filled in duplicates, the value from the older contact is selected.
settings
- After installation, click on the "Go to Settings"
- Button In the "Block Settings" section and click "Add field".
- Select the field for which the pooling will take place
- If necessary, you can add multiple fields.
LAUNCHING AN ASSOCIATION
- If you need to merge ONLY for new contacts, click "Run"
- If you need to merge the database, then click "Save" and then "Enable database processing first"
- After startup, the same contacts are automatically glued together in the background.
- At the same time, information about the association is displayed in the contact card.
Exceptions
If there is data for which you do not need to combine contacts:
- Click "+ Exclusion".
- Enter the value (phone, email, etc.).
- Save the changes.
Prioritization of fields
- You can choose in which fields the data will be replaced when merging.
- The value is replaced with what is specified in the new contact.
Tags for managing the association
- After merging, the contact receives the "merged" tag, which allows you to filter out the combined contacts.
- To avoid combining a specific contact, use the notmerge tag.
Cancellation can only be made within 30 days from the date of consolidation. After the expiration of 30 days, the old deleted entities are permanently deleted from Kommo.
Configuring Block Aggregation
- To combine, all fields in one block must match.
- Logic: inside the block — AND, between the blocks — OR.
- Email and phone number match.
- Or the position and the product match.
- Or a combination of (1) or (2).
LIMITATIONS
If the number has 7 identical digits in a row, then this number is considered a test number and the combination will not occur.
We have a maximum limit of 20 takes. If it finds more, it doesn't stick together. This is a protection against those cases when they start adding to all applications. "[email protected] "and the like.
