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CRM Duplicate Recor...
 
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Questions CRM Duplicate Record Processing

 
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Last Post by Tim Rodman 4 years ago
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Michael Peck
Posts: 26
 Michael Peck
Topic starter
March 29, 2022 12:48 pm
(@michael-peck)
Trusted Member
Joined: 5 years ago

What exactly constitutes a duplicate Contact record in Acumatica CRM?

I have a situation where there are two Contact Records with the same Contact ID, First Name, Last Name and E-mail address, but different associated Business Account and phone number. 

One contact record has address details, the other has none.

To me, this looks like it should be creating a duplicate warning at least.

What would cause these two records to be seen as unique, not duplicates?

I thought the Contact ID and e-mail address would be sufficient to trigger duplicate processing.


1 Reply
Tim Rodman
Posts: 3204
 Tim Rodman
Admin
May 13, 2022 10:21 pm
(@timrodman)
Famed Member
Joined: 10 years ago

I think it depends on what you have setup on the Duplicate Validation (CR103000) screen:

image

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