[Vtigercrm-developers] Contacts Duplicated

IT-Solutions4You info at its4you.sk
Wed Nov 19 09:39:04 GMT 2014


Hi Simone,

thanks. This was just a try, if it is easily possible - and it is. But 
cross-module check is another level and will not took only two nights, 
but far more time. And deny of creation is a bit more complicated too. 
Maybe in future... (I have to spend some time with my wife too ;) )

Martin

Dňa 19. 11. 2014 10:02 Simone Travaglini  wrote / napísal(a):
> 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
> <mailto: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/
>     <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>
>                 <mailto: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
>         <mailto:richard at tw.co.nz>
>         www.technologywise.co.nz <http://www.technologywise.co.nz>
>         ph: +64 (0)7 571 1060 <tel:%2B64%20%280%297%20571%201060>
>         fax: +64 (0)7 571 1061 <tel:%2B64%20%280%297%20571%201061>
>
>
>
>         _________________________________________________
>         http://www.vtiger.com/
>
>
>
>     _________________________________________________
>     http://www.vtiger.com/
>
>
>
>
> --
> Simone Travaglini
> 328 5499846
> Linkedin: Simone Travaglini
>
>
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>
>
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