Duplicate Management for Jobvite CRM (Engage)

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The system checks for potential duplicates when you add or import contacts to your Jobvite Engage pipeline. If more than one contact is detected, you’ll have the option to:

  • Update the most recent Contact (if there is already more than one) with new information
  • Create a duplicate Contact
  • Skip or cancel duplicates

Audience

Engage Users

Must have Jobvite CRM (Engage)

Update Contact Rules

Jobvite Contact Fields Previous Contact contains data, new Contact doesn’t contain data Previous Contact contains data, new contact also contains data, but is different Previous Contact doesn’t contain data, new Contact contains data
First Name Leave as is Update with new data Update with new data
Middle Name Leave as is Update with new data Update with new data
Last Name Leave as is Update with new data Update with new data
Country Leave as is Update with new data Update with new data
Address 1 Leave as is Update with new data Update with new data
Address 2 Leave as is Update with new data Update with new data
City Leave as is Update with new data Update with new data
State Leave as is Update with new data Update with new data
Zip Code Leave as is Update with new data Update with new data
Phone Number Leave as is Add as additional Update with new data
Email Address Leave as is Add as additional Update with new data
Email Status Leave as is Leave as is Leave as is
Current Company Leave as is Update with new data Update with new data
Current Title Leave as is Update with new data Update with new data
Social Networks Leave as is Update with new data Update with new data
Websites Leave as is Add as additional Update with new data
Source Type Leave as is Leave as is Update with new data
Source Name Leave as is Leave as is Update with new data
Contact Status Leave as is Update with new data Update with new data
Assigned To Leave as is Update with new data Update with new data
Tags Leave as is Add as additional Update with new data
Notes Leave as is Add as additional Update with new data
Resume, Cover Letter, Attachments Leave as is Add as additional Update with new data
Tasks Leave as is N/A N/A
Messages Leave as is N/A N/A
Email Campaigns Leave as is Add as additional Update with new data
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