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Deduplication Freedom UI enhancements

Deduplication for Creatio Freedom UI enhances data integrity by providing advanced deduplication for Contacts, Accounts, and Leads
    Product description

    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.


    • 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.
    Deduplication for Creatio Freedom UI

    Terms & Conditions

    Support is available for this application.
    Support conditions
    Support is provided by the developer within the “Basic”, “Business” and “Premium” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
    Support contacts
    Product compatibility
    All products on Creatio platform
    8.1.0 and up
    Any supported DBMS
    .NET Core (deprecated from 8.0.9)
    .NET Framework
    .NET 6 (started from 8.0.9)
    Deployment options
    The app enhances existing deduplication capabilities for Contacts, Accounts and Leads sections if the Customer 360° and Lead and Opportunity Management apps are installed.
    Account data sharing

    By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

    The App Developer will process your data under their privacy policy.

    Guides and manuals
    1. Pre-requisite Configuration:

      • Ensure that the duplicate search engine within the Creatio platform is properly configured. This application relies on this pre-configured environment to function optimally, as it extends the platform's native deduplication capabilities.
    2. Smart Activation:

      • This application employs smart activation technology to optimize installation. It intelligently assesses whether essential applications like Customer 360 or Lead and Opportunity Management are installed and adapts its installation accordingly. Basic functionalities will install and operate independently if these components are absent.
    3. Integration with Creatio Studio:

      • Designed for compatibility with the Creatio Studio basic package, this application includes necessary modules for connecting any Freedom UI section. This seamless integration facilitates the extension of deduplication processes across various parts of the platform.
    4. Guidelines for Extension:

      • For detailed instructions on customizing and enhancing the application’s functionality within other modules, refer to the comprehensive guidelines attached to this listing.
    What's new?
    Version 1.0.1
    Resolved an issue where rules were incorrectly disabled upon saving. Previously, the potential duplicates section always displayed, even when no duplicates were detected.
    Version 1.0.0

    What's New in Deduplication Freedom UI enhancements

    Welcome to the initial release of Deduplication Freedom UI enhancements, an advanced tool designed to enhance the data quality of your Creatio environment. This version introduces innovative features and significant enhancements that streamline the deduplication process, making it more efficient and user-friendly.

    Key Highlights:

    • Enhanced User Interface: Introducing a sophisticated UI component that triggers real-time duplicate checks during the save process of new records. This feature not only improves data accuracy but also enhances the user experience by integrating seamlessly with the existing Creatio platform workflows.

    • Smart Activation Technology: Utilizes smart activation to intelligently manage the installation of the application based on existing dependencies. This ensures optimal functionality by adapting the installation to the available system components.

    • Compatibility with Creatio Studio: Fully compatible with the Creatio Studio basic package, enabling easy integration with any Freedom UI section and expanding the application's usability across different modules.

    • Modular Installation: Offers flexibility in installation options. Basic functionalities are available independently of additional modules, with enhanced features being activated upon detection of specific dependencies like Customer360 and Lead and Opportunity Management applications.

    • Comprehensive Guidelines: Each download includes detailed guidelines for extending deduplication to other sections or custom applications within Creatio, empowering users to customize and expand as needed.

    This release sets a new standard for data management tools within the Creatio ecosystem, providing users with powerful capabilities to maintain clean and accurate databases effortlessly.

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