Duplicate Match Threshold | Feature Requests

Duplicate Match Threshold

Sam Mayfield

Duplicate Match Threshold: Allow administrators to set a minimum duplicate match percentage that determines whether a salesperson can proceed with adding a customer. For example, if a potential duplicate is flagged with a 40% match or lower, the salesperson can bypass the warning and create the customer record without manager approval.

Shelby Parker

Thanks for sharing this, Sam Mayfield — really helpful perspective. I can see how a configurable duplicate-match threshold would reduce unnecessary manager approvals while still keeping the right safeguards in place. I’m looping this into our team’s review and we’ll follow up if we need any additional details on your workflow or ideal threshold ranges.