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Duplicate acccounts, contacts, and leads
Can CRM detect duplicate entries such as a pop up window with a message like
"CRM detected a possible duplicate for this record, do you want to continue
still?". I used to use Sales Force and it had an option button to check for
duplicates when converting a lead.
I am using versin 3.0 and I don't see this option. Can this be added in next
version?
Thank you,
Joy
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Utf
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2/8/2007 12:04:01 AM |
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In the standard system CRM does not detect duplicates. You can either build
your own solution or buy one from an ISV. C360 has a duplicate check module
==============================
John O'Donnell
Microsoft CRM MVP
http://www.crowecrm.com
"Joy" <stop@thesign.com> wrote in message
news:6DE7AD59-BDD4-4CA2-9524-66B94EFA8D76@microsoft.com...
> Can CRM detect duplicate entries such as a pop up window with a message
> like
> "CRM detected a possible duplicate for this record, do you want to
> continue
> still?". I used to use Sales Force and it had an option button to check
> for
> duplicates when converting a lead.
>
> I am using versin 3.0 and I don't see this option. Can this be added in
> next
> version?
>
> Thank you,
>
> Joy
>
>
> ----------------
> This post is a suggestion for Microsoft, and Microsoft responds to the
> suggestions with the most votes. To vote for this suggestion, click the "I
> Agree" button in the message pane. If you do not see the button, follow
> this
> link to open the suggestion in the Microsoft Web-based Newsreader and then
> click "I Agree" in the message pane.
>
> http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=6de7ad59-bdd4-4ca2-9524-66b94efa8d76&dg=microsoft.public.crm
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Reply
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John
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2/8/2007 12:14:55 AM
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1 Replies
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