I’m running some tests into what the concrete rules are surrounding Infusionsoft’s approach to tackling duplication. Specifically with regard to using an email address as a Unique ID/Key ID as not to produce multiple contacts when somebody enquirers and enters my CRM.
I created a few contacts without assigning them email addresses and then assigned them all the same email address after creating them. This allowed me to have multiple contacts with the same email. I then filled in the online form which over-wrote one of the contact records while maintaining the other 2.
I understand that I can run a de-duplication process to remove instances of contact records with the same email address., but I just wanted some clarity on what the rules are regarding this topic. Can 2 contact records have the same email address ONLY if a record is made independently of an email address being assigned?