Duplicates Window - trillium_quality - 2.7

Trillium Quality for Dynamics Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
2.7
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Guide
Topic type
Administration
Overview
Installation
Reference
How Do I
Configuration
First publish date
2008
ft:lastEdition
2023-05-25
ft:lastPublication
2023-05-25T13:35:56.864032

If Trillium Quality for Dynamics finds a match, a Duplicates window similar to the one in Figure: Duplicates Detected opens. (The fields and buttons displayed may vary from the illustration.)

To detect duplicates, Trillium Quality for Dynamics checks all records to which it has access, but only lists records to which you have access. Records to which you do not have access are not listed.

Note: The Duplicates window is not displayed if:
  • You are using a Quick Create form or are working with customer address records.

  • The Duplicates window has not been configured by your system administrator.

  • You have not been assigned the TSS Duplicate Popup security role.

  • Your pop-up blocker does not include your CRM server’s address in its list of allowed sites.

Duplicates Detected