[Vtigercrm-developers] Contacts Duplicated

[Simone Travaglini]

Hi! Very good work. Why don't give the opportunity to deny the creation of
a new record when duplicated?
It will be usefull also a cross check between leads and contacts (and also
leads and organization).



2014-11-19 9:44 GMT+01:00 IT-Solutions4You <info at its4you.sk>:

> Hi all,
>
> I agree with Alan too, it has to be configurable. You inspired me and I
> spent two nights developing it. Now the result is available on
> http://martin.vtigercrm.sk/DuplicityCheck/ , you can log in as
> adminuser/adminuser . Under Settings -> Other Settings -> Duplicity Check
> you can set up which fields (in which module) are checked for duplicity.
> Then when you are about to create an entity which is duplicity, you become
> a warning (so far only warning and no cross-module check). The control is
> triggered on page load and on field change, so you became the warning when
> you duplicate an entity too. What is your oppinion, should I put it in
> Market Place? Alan - maybe you can help me with better warning text...
>
> Have a great day,
> Martin
>
> Dňa 16. 11. 2014 23:42 Richard Hills - Technologywise  wrote / napísal(a):
>
>> Just wanted to agree with Alan. This needs to be configurable. Not a
>> default to check for xyz on any record.
>>
>> This is a totally different request than MS' file replace check, it is
>> more like if you created a file in windows with the same content as
>> another file MS would pop up and ask you if you know you already have
>> this information in another file, add the possible requirement of adding
>> 100 of such files a day and you suddenly have added 100 unnecessary
>> clicks to some users work load.
>>
>> Currently I think your requirements can be solved with a custom
>> workflow? I believe we did this for leads in 5.4 whereby leads email
>> addresses were checked against existing leads/contacts and save was
>> rejected if found.
>>
>> On 15/11/14 04:50, Manuel Fernando wrote:
>>
>>> Sorry but that doesn’t make any sense at least for me.
>>>
>>> Imagine how it is windows not telling you that you are replacing
>>> another file.
>>>
>>> Those customers should ask Microsoft as well to disable replace checking?
>>> Not being sarcastic, it’s the way i see this as nonsense at all.
>>>
>>> Best Regards.
>>> Manuel
>>>
>>>  No dia 14/11/2014, às 15:29, Alan Lord
>>>> <alanslists at gmail.com
>>>> <mailto:alanslists at gmail.com>> escreveu:
>>>>
>>>> On 14/11/14 15:24, Manuel Fernando wrote:
>>>>
>>>>> We all are correct and have different needs or ideas but i still think
>>>>> that as a basic operation of web app’s like vtiger is mandatory to
>>>>> inform and ask if you wold like to replace contact or duplicate the
>>>>> contact. Just simple as it is.
>>>>>
>>>>
>>>> Nope.
>>>>
>>>> We have customers that do not want *any* duplicate testing at all ;-)
>>>>
>>>> It must be configurable...
>>>>
>>>> Al
>>>>
>>>>
>>>>
>>>> _______________________________________________
>>>> http://www.vtiger.com/
>>>>
>>>
>>>
>>>
>>> _______________________________________________
>>> http://www.vtiger.com/
>>>
>>
>> --
>>
>> Richard Hills
>> TechnologyWise Ltd, Tauranga, NZ
>> richard at tw.co.nz
>> www.technologywise.co.nz
>> ph: +64 (0)7 571 1060
>> fax: +64 (0)7 571 1061
>>
>>
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>>
>
> _______________________________________________
> http://www.vtiger.com/




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Simone Travaglini
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