Deduplication Freedom UI enhancements

Deduplication Freedom UI enhancements app improves the existing deduplication capabilities of the Creatio platform by adding a sophisticated user interface component.

This component facilitates duplicate checks during the save process of new records, seamlessly integrating with Creatio’s native mechanisms to ensure data accuracy and integrity.

Business Benefits

• Improved User Experience: Provides a seamless interface for real-time duplicate detection when entering new records, reducing errors and improving data entry efficiency.
• Enhanced Data Management: Automates the merging of duplicates using Creatio's standard functionality, ensuring consistent and reliable data across Accounts, Contacts, and Leads.
• Customizable Workflow: Users can adapt and extend the deduplication process to additional modules or custom applications, fostering a tailored data management system.

Use Cases

1. Sales Organizations: Enables sales teams to input new lead and customer information without the risk of creating duplicate records, thus preserving the quality of sales data and enhancing follow-up processes.
2. Customer Service Centers: Helps agents avoid the creation of duplicate customer profiles during call handling and support activities, ensuring accurate customer interaction records.
3. Marketing Departments: Assists in maintaining clean and unified customer databases for campaigns, minimizing the risk of contacting the same customer multiple times.

Key Features

• UI-Enhanced Duplicate Checks: Introduces a user-friendly component that triggers duplicate searches during data entry, streamlining the creation of new records.
• Flexible Dependency Requirements:
  • Optimally integrates with Customer360 for enhanced account and contact deduplication capabilities.
  • Enhances lead deduplication when paired with the Lead and Opportunity Management application, although these components are beneficial but not mandatory for basic functionality.
• Extendable Framework: Includes comprehensive manuals that guide users on integrating deduplication functionalities into additional sections or custom pages within the Creatio platform.

Notes

• Smart Activation: This application intelligently recognizes existing dependencies to optimize component installation. Basic functionalities install regardless of additional applications, with enhanced features activating upon detection of specific dependencies.
• Mini-pages Width Update: The application now extends the width of default mini-pages for Contacts, Accounts, and Leads to accommodate pop-upped data within modal pages. This configuration is adjustable within the UI designer.