Setting Up Duplicate Detection
After you enable the Duplicate Detection feature at Setup > Company > Enable Features, you need to set the criteria for finding duplicates before records can be flagged. By default, NetSuite looks for duplicates by email address. See the following topics for more information:
Note:
Merging records also merges their transaction histories. The original data, such as entity name, is retained to preserve a transaction's history. You should limit who can merge records to specific roles or to a user with the Administrator role. This is particularly important if 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