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What is the Contact Information Uniqueness Rule?

Contact Information Uniqueness Rule allows you to define the attributes that should be unique within CRM.COM.  If more than one attribute is defined, then the combination of the fields must be unique within the system.

• Person Uniqueness Rule
• Company Uniqueness Rule

Uniqueness Rule is defined in the Contact Information Definition

Contact Person Validations

The five fields that can be used for creating Information Uniqueness Rules for Contact persons are:

1. Name
2. ID Number
3. Passport Number
4. Social Security Number
5. Related Organisational Unit

 You can create combinations using these fields. Below are some examples of Uniqueness Rules you could set up:

1. Option A: If Name, Social Security Number, ID Number are specified in the Rule, then no other Contact Information can exist with the same Name, Social Security Number and ID Number combination
2. Option B: If Name and Social Security Number are specified, then no other Contact Information can exist with the same Name and Social Security Number combination
3. Option C: If only Name is specified, then no other Contact Information can exist with the same Name value
4. Option D: If only Name and ID Number are specified, then no other Contact Information can exist with the same Name and ID Number values

Contact Company Validations

The two fields that can be used for creating an Information Uniqueness Rule for Contact Companies are:

1. Name
2. VAT Registration Number

You can create 3 combinations using these fields. Below are some examples of possible Uniqueness Rules you could set up:

1. Option A: If Name and VAT Registration Number are specified un the Rule, then no other Contact Information can exist with the same Name and VAT Registration Number combination
2. Option B: If only Name is specified, then no other Contact Information can exist with the same Name.

3. Option C: If only VAT Registration Number is specified, then no other Contact Information can exist with the same VAT Registration Number