How Corteksa spots a duplicate: match keys and normalization
The rule compares the match fields after normalizing their formats: +966, 00966 and 966 are one number, and email ignores upper and lower case.
Deduplication control is a paid Add-on.
Any key or all keys
Any key matches: one matching field is enough. All keys match: every filled-in field must match.
A field that’s empty in the incoming data isn’t used for matching.
Arriving at the same time
If three messages or three form submissions from the same client arrive at the same moment, they’re handled one at a time, so only one record is created.
In Unify mode, the target is the matching record with the most recent activity.
A client whose record was moved
If you moved a client’s record to another unit and they then message you, their chat is linked to their new record instead of creating a new one. See Move a record from one unit to another.
At a glance
00 is removed