Skip to main content

Property Duplicate Detection & Merge

Updated this week

We’ve introduced automatic property duplicate detection directly within Rethink to help keep your database clean and accurate.

When you open a Property record, Rethink will automatically check for potential duplicates and surface them in the Property Duplicates panel.

No manual search required.

Why This Matters

  • Prevents duplicate properties

  • Protects deal and inquiry data

  • Reduces reporting inconsistencies

  • Keeps your CRM clean without manual detective work

How It Works

Rethink compares properties that do not have a Buildout ID using:

  • Exact street number match

  • Similar street name

  • Similar city

  • Similar zip code

For best results, make sure Street #, Street Name, City, and Zip Code are populated. Blank address fields may cause unintended matches.

What You’ll See

If no duplicates are found:

You’ll see: “No potential duplicates found.”

If duplicates are found:

You’ll see a “Merge” button and can:

  • Compare up to three properties at once

  • Select which property should remain as the master record

  • Choose field values to keep

By default, the property you are currently viewing is selected as the master record.

What Happens During a Merge?

When records are merged:

  • The master property remains

  • The other property records are moved to the Recycle Bin for 15 days, before they're permanently deleted

  • All related records are automatically moved to the master

This includes:

  • Spaces/Units

  • Deals

  • Prospects

  • Activities

  • Offers

  • Site Selections

  • Associated Parties

  • Comps

  • Files

  • Assets

Your data stays intact and connected.

Customizing the Merge View

Admins can control which fields appear in the merge comparison screen by navigating to:

Setup → Custom Settings → Property Merge Fields

Did this answer your question?