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Find Duplicated Records based on a limited number of fields in a record

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Kevin_Bower
5 - Automation Enthusiast
5 - Automation Enthusiast

My base is used by salespeople to provide quotes for flights. Sometimes the same trip request is sent to multiple people on my team. I want to eliminate duplicate quotes.

I need a way to notify a salesperson when 5 different fields are the same as a different record in the base. Any ideas? I would like to put this in a field so it can easily become an alert

1 Reply 1

Hi @Kevin_Bower ,
I can see this being done with automations.

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A few things to consider, how are the new requests getting into AT?

I have worked many years in private charter and am incredibly familiar with your scenario, PM me if you have more questions.