[Vtigercrm-developers] Contacts Duplicated
Simone Travaglini
simonetravaglini at gmail.com
Wed Nov 19 10:14:44 GMT 2014
Hi Martin,
we did something similar with cross check and deny, but witout your
flexibility. If you want I can share our code to you, maybe could be
usefull to achive a better result!
2014-11-19 10:39 GMT+01:00 IT-Solutions4You <info at its4you.sk>:
> 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
>>
>>
>> Rispetta l'ambiente: non stampare questa mail se non ti è veramente
>> necessario!
>>
>>
>> _______________________________________________
>> 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/20141119/4416e96f/attachment-0001.html>
More information about the vtigercrm-developers
mailing list