[Vtigercrm-developers] Contacts Duplicated
Alan Bell
alan.bell at libertus.co.uk
Fri Nov 14 14:31:22 GMT 2014
Another use-case would be cross-module checking, so when adding a new
lead, is this matches a *contact* we already have, not just a lead we
already have.
Alan.
On 14/11/14 13:16, Prasad wrote:
> We would like to have "Duplicate Handling" in the system with a
> configuration.
>
> The nature of defining duplicates has business rules.
> For example: Having Contacts with same email is allowed in some cases
> but not in others.
>
> Please share the use-cases so we can understand the variations in
> terms of business.
>
>
>
> Regards,
> Prasad
>
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> On Fri, Nov 14, 2014 at 6:18 PM, Manuel Fernando <ptdesigner at gmail.com
> <mailto:ptdesigner at gmail.com>> wrote:
>
> I understand Simone.
>
> But this should´t be part of vtiger implementation to be included
> in vtiger.
> It´s basics, software like this check this kind of things.
>
> I would like to have Prasad’s opinion. What do you think Prasad?
>
>
> Best Regards
> Manuel
>
>> No dia 12/11/2014, às 17:37, Simone Travaglini
>> <simonetravaglini at gmail.com <mailto:simonetravaglini at gmail.com>>
>> escreveu:
>>
>> hello,
>> we developed code to check lead /contact after entry if existing
>> for some field... if you need contact us...
>>
>> 2014-11-12 17:12 GMT+01:00 Manuel Fernando <ptdesigner at gmail.com
>> <mailto:ptdesigner at gmail.com>>:
>>
>> Hello,
>>
>> Shouldn’t Contacts have the same functionality like Accounts?
>>
>> When create a new contact should verify if already exists in
>> the system.
>>
>> I know about Duplicated Contacts Merging but is not very
>> realistic and easy.
>> Another problem is when you merge duplicated contacts you can
>> mess with login customer portal credentials.
>>
>> Best Regards.
>> Manuel
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>> http://www.vtiger.com/
>>
>>
>>
>>
>> --
>> Simone Travaglini
>> 328 5499846
>> Linkedin: Simone Travaglini
>>
>>
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>
>
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