We have a requirement to show duplicates when user enter data. Example:
1. Leads/Create New
2. Enter First Name, Last Name, Email
3. Popup opens showing duplicates found on those fields.
The ideas to do it I have are as follows:
1) Make a unique index in DB on First Name, Last Name, Email. Quick, but user will get some ugly message propbably
2) Make a button next to name to find duplicates. Seems some back end programming involved
Any other ideas how to acomplish this?
The Leads list view allows you to do a duplicate search.
The problem is that user needs to check for duplicates before they enter any data. This is an extra step and users will certainly forget to do this.
What we want is to check for duplicates dynamically when they enter data - new record. Please recommend
There is no easy way to do this. You could either modify the code-behind to do the validation or you could do the validation in the stored procedure and throw an exception. Either way, it would take some coding.
Ideally, we would add the ability to do a lookup inside the Rules engine so that this feature could be added without having to write code. This feature does not exist today, but we can consider.
There is no option to delete duplicate entry.
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