[Vtigercrm-developers] Contacts Duplicated

[Simone Travaglini]

In fact our module do exacty that:
when insert new contact /lead check on contact /lead if existing.
In our case prevent to create new record if existing (check on
firstname+secondname or phone or email or VAT).
Ideal situation is the possiblity to decide if activate this function and
choose on wich field do this check. Good idea for 6.2 i think!

2014-11-14 15:31 GMT+01:00 Alan Bell <alan.bell at libertus.co.uk>:

>  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
>
>  FB <http://www.facebook.com/vtiger> I Twit <http://twitter.com/vtigercrm>
>  I LIn <https://www.linkedin.com/company/1270573?trk=tyah> I Blog
> <https://blogs.vtiger.com> I Website <https://www.vtiger.com/>
>
> On Fri, Nov 14, 2014 at 6:18 PM, Manuel Fernando <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> 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>:
>>
>>> 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
>>> _______________________________________________
>>> http://www.vtiger.com/
>>
>>
>>
>>
>>  --
>> Simone Travaglini
>> 328 5499846
>> Linkedin: Simone Travaglini
>>
>>
>> Rispetta l'ambiente: non stampare questa mail se non ti è veramente
>> necessario!
>>   _______________________________________________
>> http://www.vtiger.com/
>>
>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>
>
>
> _______________________________________________http://www.vtiger.com/
>
>
>
> _______________________________________________
> http://www.vtiger.com/
>



-- 
Simone Travaglini
328 5499846
Linkedin: Simone Travaglini


Rispetta l'ambiente: non stampare questa mail se non ti è veramente
necessario!
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.vtigercrm.com/pipermail/vtigercrm-developers/attachments/20141114/b68201b6/attachment.html>