Deduping Solutions for Sugar

Our customers often have too many duplicate contacts to locate on their own, so we have created multiple ways to identify possible duplicate entries based on a unique identifier.

For one customer we created a dedupe button. We created a calculated field that uses an algorithm to determine the probability that a Contact has a duplicate record.When a user has identified duplicates, they select the duplicate entries and hit the button labeled “Merge”. The module takes you directly to Sugar’s merger, rather than having to go back to the contact record.

For another customer, we created a duplicates dashlet called "Duplicate Contacts". The possible duplicates are grouped according to the unique identifier, which in this case is a hidden social security number. With Sugar out-of-the-box, the only way to identify a duplicate is to go to a record and use the “find duplicates” function. This custom dashlet provides the organization an easy, scrollable place to keep up with duplicates.

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