How create a unique field

Zhaz Soluções
Zhaz Soluções Member Posts: 1
edited July 2022 in Sales CRM #1

Hello. How do I create a unique field in the registration of new companies? For example. register a company with a CNPJ, however when entering a new lead from that same company it should not be possible to create a new company with the same CNPJ number. You should block the registration eg. Can anyone help me?

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    Photogenic First Anniversary First Comment
    edited April 2022 #2

    Hi Zhaz when you create a new organization Pipedrive shown other companies inside of your data. When you start write companies appear in the box. You have to make attention to not create duplicates.

    However you can do a check of duplicate in a specific section. Is called "Merge duplicates" see the screenshots below. Bye!

     

    image
  • Noël Birkholm
    Noël Birkholm Member Posts: 1
    edited April 2022 #3
    Fabrizio Nicolosi said:

    Hi Zhaz when you create a new organization Pipedrive shown other companies inside of your data. When you start write companies appear in the box. You have to make attention to not create duplicates.

    However you can do a check of duplicate in a specific section. Is called "Merge duplicates" see the screenshots below. Bye!

     

    image

    Except for the fact that the merge feature is not really reliable...

    And its not really a solution that fixes the problem.

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