<div dir="ltr">In fact our module do exacty that:<div>when insert new contact /lead check on contact /lead if existing.</div><div>In our case prevent to create new record if existing (check on firstname+secondname or phone or email or VAT).</div><div>Ideal situation is the possiblity to decide if activate this function and choose on wich field do this check. Good idea for 6.2 i think!</div></div><div class="gmail_extra"><br><div class="gmail_quote">2014-11-14 15:31 GMT+01:00 Alan Bell <span dir="ltr"><<a href="mailto:alan.bell@libertus.co.uk" target="_blank">alan.bell@libertus.co.uk</a>></span>:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div bgcolor="#FFFFFF" text="#000000">
Another use-case would be cross-module checking, so when adding a
new lead, is this matches a *contact* we already have, not just a
lead we already have.<br>
<br>
Alan.<div><div class="h5"><br>
<br>
<div>On 14/11/14 13:16, Prasad wrote:<br>
</div>
</div></div><blockquote type="cite"><div><div class="h5">
<div dir="ltr">We would like to have "Duplicate Handling" in the
system with a configuration.
<div>
<div><br>
</div>
<div>The nature of defining duplicates has business rules. </div>
<div>For example: Having Contacts with same email is allowed
in some cases but not in others.<br>
</div>
<div><br>
</div>
</div>
<div>Please share the use-cases so we can understand the
variations in terms of business.</div>
<div><br>
</div>
</div>
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<div dir="ltr"><span style="border-collapse:collapse;font-family:arial,sans-serif;font-size:13px"><br>
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<div dir="ltr"><span style="border-collapse:collapse;font-family:arial,sans-serif;font-size:13px">Regards,</span></div>
<div dir="ltr"><span style="border-collapse:collapse;font-family:arial,sans-serif;font-size:13px">Prasad</span></div>
<div dir="ltr"><br>
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<div dir="ltr"><span style="border-collapse:collapse;font-family:arial,sans-serif;font-size:13px"><a href="http://www.facebook.com/vtiger" style="color:rgb(0,0,204)" target="_blank">FB</a> I </span><a href="http://twitter.com/vtigercrm" style="color:rgb(0,0,204)" target="_blank">Twit</a> I <a href="https://www.linkedin.com/company/1270573?trk=tyah" style="color:rgb(0,0,204)" target="_blank">LIn</a> I <a href="https://blogs.vtiger.com" style="color:rgb(0,0,204)" target="_blank">Blog</a> I <a href="https://www.vtiger.com/" style="color:rgb(0,0,204)" target="_blank">Website</a></div>
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<div class="gmail_quote">On Fri, Nov 14, 2014 at 6:18 PM, Manuel
Fernando <span dir="ltr"><<a href="mailto:ptdesigner@gmail.com" target="_blank">ptdesigner@gmail.com</a>></span>
wrote:<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div style="word-wrap:break-word">I understand Simone.
<div><br>
</div>
<div>But this should´t be part of vtiger implementation to
be included in vtiger.</div>
<div>It´s basics, software like this check this kind of
things.</div>
<div><br>
</div>
<div>I would like to have Prasad’s opinion. What do you
think Prasad?</div>
<div>
<div>
<span style="color:rgb(0,0,0);font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:-webkit-auto;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;border-collapse:separate;border-spacing:0px;font-style:normal"><span style="font-size:12px"><span style="font-size:12px">
<div style="font-family:Tahoma;margin:0px"><font face="Helvetica"><br>
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<div style="margin:0px">Best Regards</div>
<div style="margin:0px">Manuel</div>
</span></span></span><span style="color:rgb(0,0,0);font-variant:normal;letter-spacing:normal;line-height:normal;text-align:-webkit-auto;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><span style="color:rgb(0,0,0);font-family:Helvetica;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:-webkit-auto;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><span style="font-weight:normal"><span><span style="font-family:Helvetica;font-style:normal"><span><span><span>
</span></span></span></span></span></span></span></span></div>
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<blockquote type="cite">
<div>No dia 12/11/2014, às 17:37, Simone Travaglini
<<a href="mailto:simonetravaglini@gmail.com" target="_blank">simonetravaglini@gmail.com</a>>
escreveu:</div>
<br>
<div>
<div>
<div>
<div dir="ltr">hello,
<div>we developed code to check lead
/contact after entry if existing for some
field... if you need contact us...</div>
</div>
<div class="gmail_extra"><br>
<div class="gmail_quote">2014-11-12 17:12
GMT+01:00 Manuel Fernando <span dir="ltr"><<a href="mailto:ptdesigner@gmail.com" target="_blank">ptdesigner@gmail.com</a>></span>:<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">Hello,<br>
<br>
Shouldn’t Contacts have the same
functionality like Accounts?<br>
<br>
When create a new contact should verify
if already exists in the system.<br>
<br>
I know about Duplicated Contacts Merging
but is not very realistic and easy.<br>
Another problem is when you merge
duplicated contacts you can mess with
login customer portal credentials.<br>
<br>
Best Regards.<br>
Manuel<br>
_______________________________________________<br>
<a href="http://www.vtiger.com/" target="_blank">http://www.vtiger.com/</a></blockquote>
</div>
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<div><br>
</div>
-- <br>
<div>Simone Travaglini<br>
328 5499846<br>
Linkedin: Simone Travaglini <br>
<br>
<br>
<span style="color:rgb(51,204,0)">Rispetta
l'ambiente: non stampare questa mail se
non ti è veramente necessario!</span><br>
</div>
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</blockquote>
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<br>
_______________________________________________<br>
<a href="http://www.vtiger.com/" target="_blank">http://www.vtiger.com/</a><br>
</blockquote>
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</div></div><pre>_______________________________________________
<a href="http://www.vtiger.com/" target="_blank">http://www.vtiger.com/</a></pre>
</blockquote>
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<br>_______________________________________________<br>
<a href="http://www.vtiger.com/" target="_blank">http://www.vtiger.com/</a><br></blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature">Simone Travaglini<br>328 5499846<br>Linkedin: Simone Travaglini <br><br><br><span style="color:rgb(51,204,0)">Rispetta l'ambiente: non stampare questa mail se non ti è veramente necessario!</span><br></div>
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