Duplicate Check

When you perform a Duplicate Check for Organization or Contact records while considering applications, you control whether and how data from the application updates existing records. Review the following options carefully before completing the Duplicate Check.

If you select Do not update any fields on the existing record, no data from the application updates the existing Organization or Contact record.

If you select Update the existing record with selected fields from the application, you must Select fields to update to choose which fields receive data from the application.

Note: If you select any fields to update, the selected fields, along with other unlisted fields, will update when the application data differs from the existing data in those fields. Unlisted fields include Custom fields and Classifications.

You can choose to update the following fields on Organization and Contact records:

Organization Fields

• Mailing Address

• Phone

• Extension

• Fax

• Email

• WWW Address

Contact Fields

Basic Info

• First Name

• Middle Name

• Suffix

• Prefix

Office Info

• Office Telephone

• Office Extension

• Office Fax

Home Info

• Home Telephone

• Home Extension

• Home Fax

Other Info

• Email Address

• Mobile Telephone

• Pager Telephone

Address Fields

• Home Address

• Office Address

• Alternative Address

• Primary Mailing Address

  Warning: Primary Mailing Address will update the address it is pointed to on the record (Home, Office, or Alternative); to preserve data on the other three addresses, we discourage the use of Primary Mailing Address fields on your forms.