Firma FXFirma FX works with a Private sharing model which means that users are not able to find or see any records but their own. This makes the data very secure, but the downside is that users are unaware if they are creating a duplicate. In order to solve this issue, Patricia started searching for a solution that allowed her users to not only get a notification of the fact that they were creating a duplicate, but also to see more detailed information about the existing record such as the current known contact details or the owner of the record.
I can guarantee it has improved my work, but it has for sure improved the quality of work for my users
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