[Vtigercrm-developers] Merge contacts via webform in vtiger 8.3

[Alexander Allen]

Than you Ruben and Angelo for your feedback.

Ruben, please send me more information. Spanish is my first language.





On Mon, Nov 4, 2024 at 04:35 Rubén A. Estrada Orozco <rulotec1 at gmail.com>
wrote:

> Alexander, we have a module that solves that problem,
>
> It's a contact form that checks for duplicates first. In case a lead
> exists it just adds a comment in the existing record. In case a contact
> exists, it creates a related opportunity:
> spanish:
> https://simplesistemas.com/es/extensiones/integraciones-para-vtiger/spl-formularios-de-contacto-para-vtiger
> (sorry, no english translation yet)
>
> This other module helps you dealing with duplicates by prompting to first
> fill out duplication sensitive fields:
> english:
> https://simplesistemas.com/en/extensions/collaboration-for-vtiger/spl-anti-duplicates-for-vtiger
> spanish:
> https://simplesistemas.com/es/extensiones/colaboracion-para-vtiger/spl-anti-duplicados-para-vtiger
>
> On Sat, Nov 2, 2024 at 5:04 AM Angelo Paglialonga <
> info at angelopaglialonga.com> wrote:
>
>> Hi Alexander you can achieve that by using a custom duplicate handler,
>> you can set its path and name  in database , hope this helps you, ciao
>> _______________
>>
>> Angelo Paglialonga
>> Consulente per soluzioni CRM ad alto ROI.
>>
>> Telefono: 3386077866
>> Web: https://www.angelopaglialonga.com
>>
>>
>> Il giorno 2 nov 2024, alle ore 03:25, Alexander Allen <
>> alexander.allenz at gmail.com> ha scritto:
>>
>> 
>> I have a webform to populate data to Contacts module. Some times the same
>> client fill the form around 2 or 3 times, so I activate the duplicate
>> handling for this module based on Last Name.
>>
>> I think that if activate the option "Prefer external record" it will
>> delete the past record but not. It only alert me that its duplicated.
>>
>> My question is: Someone achieve to delete previous record or if better
>> just to merge all the data?
>>
>> [image: imagen.png]
>>
>> _______________________________________________
>> http://www.vtiger.com/
>>
>> _______________________________________________
>> http://www.vtiger.com/
>
> _______________________________________________
> http://www.vtiger.com/
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