[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
>
>
>
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> --
>
> 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>
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> fax: +64 (0)7 571 1061 <tel:%2B64%20%280%297%20571%201061>
>
>
>
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>
>
>
> --
> Simone Travaglini
> 328 5499846
> Linkedin: Simone Travaglini
>
>
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>
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