Setting Up Duplicate Detection
After you enable the Duplicate Detection feature at Setup > Company > Enable Features, you need to set criteria to use when searching for duplicates before records can be flagged. By default, NetSuite searches for duplicates by email address. See the following topics for more information:
Note:
Merging records also merges the records’ transaction histories. The original data, such as entity name, is retained to preserve a transaction's history. You should restrict the ability to perform merges to specific roles or to the NetSuite administrator. This is particularly important where audit requirements discourage merging transaction records.
Related Topics
- NetSuite Company Settings
- Configuring Company Information
- Set Company Preferences
- Renaming Records and Transactions
- Set Auto-Generated Numbers
- Setting Up States, Provinces, and Counties
- Supported Countries
- Setting Printing and Fax Preferences
- Setting Email Preferences
- NetSuite Account Information
- Antivirus Scanning on File Cabinet Files
- Using System Alerts
- Searching Bulk Processing Jobs
- Configuring Administrative Notifications
- Managing Plug-ins
- NetSuite Service Tiers
- SuiteCloud Plus Settings
- Setting Up Transactions for NetSuite CRM+
- The Setup Page for NetSuite CRM+ Users
- Using Telephony Integration