Managing your business contacts, products, or any custom records can get messy if duplicate information sneaks in. Luckily, there’s a way to make sure certain pieces of information stay unique, helping you maintain clean and reliable data without extra work.

📌 Why This Matters

Having unique fields in your records means you won’t accidentally create duplicate entries, which can cause confusion and errors in your business operations. Whether you’re tracking customer info, inventory, or appointments, this helps keep everything accurate and easy to manage.

✨ What’s New

• Mark Fields as Unique: You can now select certain custom fields to be unique, ensuring no duplicates are entered for things like phone numbers or ID codes.
• Wide Field Support: This feature works for common field types like Single Line Text, Multi Line Text, Number, and Phone.
• Primary Display Field Option: When you create a custom record type, you can mark its main display field as unique to keep key identifiers consistent.
• System-Wide Enforcement: This uniqueness applies everywhere—in manual entry, imports, or automated updates—so no duplicates slip through.
• Limit on Unique Fields: You can set up to 10 unique fields per record type to cover your most important data points.
• Important Note: Once you mark a field as unique, you can remove the uniqueness later but won’t be able to mark it unique again.

🛠️ How to Use It

1. Step 1: Go to your settings area where you can manage your custom records or create new custom record types.
2. Step 2: When setting up a field, select the field type supported for uniqueness (like Single Line or Phone), then toggle the option to make it unique.
3. Step 3: Save your changes—this uniqueness rule will apply everywhere in your system.
4. Step 4: When adding or importing new records, the system will alert you if any duplicates occur in those unique fields, ensuring your data stays clean.

💡 Pro Tip

By keeping critical information like emails or phone numbers unique, you avoid mix-ups that can cost you time and sales opportunities, helping your business maintain a professional and efficient customer experience.