AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • In-Person Gatherings
    • Power BI Workshop
    • Podcast
    • Rolodex
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register
Acumatica Forums

By using this website, you agree to our Terms of Use (click here)

Forums
AUG Forums
Everything Else
CRM Duplicate Recor...
 
Notifications
Clear all

Questions CRM Duplicate Record Processing

 
Everything Else
Last Post by Tim Rodman 4 years ago
2 Posts
2 Users
0 Reactions
1,859 Views
RSS
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: 11 years ago

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

image

Reply
Forum Jump:
  Previous Topic
Next Topic  
Forum Information
Recent Posts
Unread Posts
Tags
  • 12 Forums
  • 2,533 Topics
  • 11 K Posts
  • 27 Online
  • 2,420 Members
Our newest member: Katerina Pawlowski
Latest Post: Nested SubReport Issue
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Online Members

  • Tim Rodman
Acumatica Forums

Terms of Use & Disclaimers :: Privacy Policy

Copyright © · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.

‹›×

    ‹›×