We recently added the ability to show potential duplicates in a grid within the CRM Form!
Overloading your IT/Analyst person with a massive list of duplicates? Don’t fret – our new Potential Duplicates Subgrid feature will help alleviate the number of duplicates your IT/Analyst person deals with.
The Potential Duplicates Subgrid shows all the potential duplicates in a grid within the CRM form. The subgrid gives all the same functionality as the list view of duplicates, such as:
The main advantage of the Subgrid is that your end-users (the actual owners of the records) can be prompted to AutoMerge them as they discover them, instead of having an IT/Analyst person deal with them en masse from the list view (which is not feasible in many organizations.)
To learn more about the Potential Duplicates Subgrid, click here.