Merge duplicates only when at least one record matches a specific value

Hi there,

Now you have even deeper control over how you merge duplicates with Insycle.

In the Merge Duplicates module, in the Conditions tab of Step 1, you can now select the condition When At Least 1 Record Match.

Using this condition, you can instruct Insycle to only ymerge a duplicate group when at least one record contains a specific value in a specific field.

For example, a popular use case for this condition comes from dialer software for sales teams. Often, when dialer software creates a new record in your CRM, they will use a generic email address for the contact, such as "placeholder@call.com."

This new condition allows you to safely merge duplicates when a duplicate group includes a record that was created by the dialer app, but ensures that you won't merge duplicate groups that do not contain a record that were created by the dialer app.