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.
Configuring the widget
After installation, click on the "Go to settings" button
1. In setting the Priority of the fields of different contacts, you can select the fields in which you want to replace/leave the value after merging
The value is replaced with the value from the new contact
2. In order to add the fields that will be combined in the "Block settings" section, click Add field. Select the field for which the merge will take place. If necessary, you can add many fields
3. If you need to merge new contacts, click Start. If you need to merge the database, then you need to click Save and Enable database processing first.
4. You can also enter the data of the fields that will not be combined
To do this, click on the + Exception and enter the data (for the Phone field, enter the phone number, for the email field, enter the email, etc.)
and click Save
The function "Block the creation of a contact in the database, if there is already one and it is found according to the specified widget settings" - allows you not to create duplicates of companies
When creating a duplicate, the widget will tell you that such a contact already exists and indicate a link to it
1. In setting the Priority of the fields of different contacts, you can select the fields in which you want to replace/leave the value after merging
The value is replaced with the value from the new contact
2. In order to add the fields that will be combined in the "Block settings" section, click Add field. Select the field for which the merge will take place. If necessary, you can add many fields
3. If you need to merge new contacts, click Start. If you need to merge the database, then you need to click Save and Enable database processing first.
4. You can also enter the data of the fields that will not be combined
To do this, click on the + Exception and enter the data (for the Phone field, enter the phone number, for the email field, enter the email, etc.)
and click Save
The function "Block the creation of a contact in the database, if there is already one and it is found according to the specified widget settings" - allows you not to create duplicates of companies
When creating a duplicate, the widget will tell you that such a contact already exists and indicate a link to it
Cancellation can be made only within 30 days from the date of the merger. After the expiration of 30 days, the old deleted entities are permanently deleted from Kommo.
LIMITATIONS
If there are 7 identical digits in a row in a number, then such a number is considered a test number and there will be no unification
We have a maximum limit of 20 takes. If it finds more, it does not merge. This is a protection against those cases when they start adding to all applications "noemail@mail.ru "and the like.
