<div dir="ltr">Alexander, we have a module that solves that problem, <br><div><br></div><div>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:</div><div>spanish: <a href="https://simplesistemas.com/es/extensiones/integraciones-para-vtiger/spl-formularios-de-contacto-para-vtiger">https://simplesistemas.com/es/extensiones/integraciones-para-vtiger/spl-formularios-de-contacto-para-vtiger</a><br></div><div>(sorry, no english translation yet)</div><div><br></div><div>This other module helps you dealing with duplicates by prompting to first fill out duplication sensitive fields:</div><div>english: <a href="https://simplesistemas.com/en/extensions/collaboration-for-vtiger/spl-anti-duplicates-for-vtiger">https://simplesistemas.com/en/extensions/collaboration-for-vtiger/spl-anti-duplicates-for-vtiger</a></div><div>spanish: <a href="https://simplesistemas.com/es/extensiones/colaboracion-para-vtiger/spl-anti-duplicados-para-vtiger">https://simplesistemas.com/es/extensiones/colaboracion-para-vtiger/spl-anti-duplicados-para-vtiger</a><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Sat, Nov 2, 2024 at 5:04 AM Angelo Paglialonga <<a href="mailto:info@angelopaglialonga.com">info@angelopaglialonga.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="auto">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<div><div dir="ltr"><span style="border-collapse:separate"><div style="overflow-wrap: break-word;"><span style="border-collapse:separate"><div style="overflow-wrap: break-word;"><span style="border-collapse:separate"><div style="overflow-wrap: break-word;"><span style="border-collapse:separate"><span style="border-collapse:separate"><span style="border-collapse:separate"><span style="border-collapse:separate"><span style="border-collapse:separate"><span style="border-collapse:separate"><span style="border-collapse:separate"><span style="border-collapse:separate"><span style="border-collapse:separate"><span style="border-collapse:separate"><span style="border-collapse:separate"><div style="overflow-wrap: break-word;"><span style="border-collapse:separate"><div style="overflow-wrap: break-word;"><span style="border-collapse:separate"><div style="overflow-wrap: break-word;"><span style="border-collapse:separate"><div style="overflow-wrap: break-word;"><span style="border-collapse:separate"><div style="background-color:rgba(255,255,255,0)"><div style="font-family:Helvetica;font-size:14px">_______________<br><br>Angelo Paglialonga<br>Consulente per soluzioni CRM ad alto ROI.<br><br>Telefono: 3386077866<br>Web: <a href="https://www.angelopaglialonga.com" target="_blank">https://www.angelopaglialonga.com</a></div><div style="font-family:Helvetica;font-size:14px"><br></div></div></span></div></span></div></span></div></span></div></span></span></span></span></span></span></span></span></span></span></span></div></span></div></span></div></span></div><div dir="ltr"><br><blockquote type="cite">Il giorno 2 nov 2024, alle ore 03:25, Alexander Allen <<a href="mailto:alexander.allenz@gmail.com" target="_blank">alexander.allenz@gmail.com</a>> ha scritto:<br><br></blockquote></div><blockquote type="cite"><div dir="ltr"><div dir="ltr"><div>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.</div><div><br></div><div>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.</div><div><br></div><div>My question is: Someone achieve to delete previous record or if better just to merge all the data?<br></div><div><br></div><div><img alt="imagen.png" src="cid:ii_192f6b44ce1aab4ac2e1"><br><br></div></div>
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