Update duplicate-checking settings
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Update duplicate-checking settings
with Act! CRM
Use Act! CRM: its act.web.api Preferences API lets you update duplicate-checking settings in a single step (PUT /api/preferences/duplicates-checking/{recordType}). capabilities.work can help you get signed up and connected.
- How do I change which fields are used to catch duplicates?
- Can I match duplicate companies on different fields?
Say it to your AI assistant
- Use fields {fields} for duplicate checking on {recordType}.
- Update the {recordType} dup-check indexes to {fields}.
For your developer
PUT /api/preferences/duplicates-checking/{recordType} in act.web.api Preferences API. Full spec on APIs.io.