our recommendation is to cancel the subscription and to wait on new version of DeDupit that we're releasing in a couple of weeks. New version will be better optimized for on-demand instances, and automatic detection will be much faster.
We'll send you an email as soon as new version is released!
It shouldn't work like that. Duplicate detection should happen automatically, you just sped the process.
Like I said, all records are being processed after the module is installed, and it takes a while for all the records to be processed and for duplicates to be found.
How many records are there on the sandbox? All records are being processed after the module is installed, and it takes a while for all the records to be processed and for duplicates to be found. Do you have the access to database that sandbox is running on?
Hello, this will sometimes happen if your SugarCRM is utilizing caching mechanism. Please refresh the page in browser or do a repair and rebuild from Admin section. After that license configuration page should continue to work.
You will also find support link in the Administration page that you can use to get support and is prefered method of communication.
Latest chrome update that happened a few days ago seems to be causing iframe misbehavior and that's why drag and drop functionality doesn't work. We've added 'Activate' and 'Deactivate' buttons next to users' names instead. Just clear your browser's cache and reload the licensing page.
I'm sorry to hear that you have issues with our DeDupit module.
We are not aware that there is an issue with DeDupit breaking the workflows so we do not have any advice in order to resolve it.
If you wan't we could schedule a meeting where we could observe the issue and find the solution for it.
If you fine with that please contact our developer Stefan at sgalisic@eontek.co and he will help you with your problem.
In the mean time you can remove the module from your instance of Sugar in order to have Leads workflows working correctly until the problem is resolved.
Have you tried validating the license in the Admin Section of Sugar?
To accomplish this you will need to go to the Admin Section and in there you should have a panel called DeDupit inside of that panel you should be able to see link for validating license.
If you see it click on that link and new page will open where you can enter the license key and validate it. That way you will save the key to your Sugar and will be able to start using our module.
If the problem still persists persists or if you have trouble completing license validation please contact us.
Thank you for being interested in our Document Creator add-on.
Our licensing model is designed so that when purchasing license you choose how many you need by deciding how many users should be able to access Document Creator.
Example: If you need 5 people to access this module in order to use it, then you will need to purchase license for 5 users. When validating license in Sugar you will need to pick 5 different users that you want to be able to use the add-on.
At the end you don't have to purchase license for every activate user in you Sugar, you only need it for the ones that you want to use the module.
If there are any other questions please let us know.
these are the steps that you need to follow in order to get the report that you want:
Go to Reports module and select 'Rows and Columns Report'.
Select 'Populated Checklist Rows' as the module that report should be created for.
In the next step ('Define Filters') you can set filters to filter out your results. Click 'Next'.
In 'Choose Display Columns' step please select 'Populated Checklist Rows' from 'Related Modules' and then
click on 'Date Modified' field from 'Available Fields' section. Date modified holds the date when
last user checked an item. Date created holds the date when an item was checked first time.
Now you can select 'Modified by User' from 'Related Modules' section and select name from the 'Available Fields'
section. This will give you the name of last user that checked particular checklist item. Similarly, selecting
'Created by User' will give you the name of user that first checked an item. Now please select 'Checklist Rows' from
'Related Modules' section, and then select 'Name' from 'Available Fields' section. This will add the checklist item's
name to the report. Now click on the 'plus' icon next to 'Checklist Rows' in 'Related Modules' section, and click
on 'Checklists' from the list that will appear. Now click on 'Name' in 'Available Fields' section. This will
add the checklist's name to the report. Now click on 'Save' or 'Preview' if you want to see the results.
You should be able to see all checked items, who checked them and when.
When two or more records are merged duplicates will get deleted and original record will get updated with missing data that existed on duplicates or with whatever user picked when merging them manually.
When merged manually there is no way to see the history of the merge, but when records are merged by auto-merge process then we can see it in "DeDupit Auto Merged Duplicates History" dashlet where you can even preview the record that got deleted in the process. Just keep in mind that this preview will only be available until the record has been removed from the database completely, that is because all record that get deleted are first "soft deleted" in database and then after some time passes by Sugar will remove them completely.
-_ keep the original date of the record for reporting purposes as we report on lead numbers and conversions monthly_
Since original record is not being deleted when merging then it should contain its date fields intact, on the other side the duplicates will get removed from Sugar and you are not going to be able to run report on them.
-_ keep latest statuses (other fields other than dates) when merging_
When running auto-merge you won't be able to control merging of the statuses based on their hierarchy, instead the status on the original record will only get updated if it is empty and duplicate contains it.
Merging duplicates manually will allow the user to decide which status to preserve.
Based on details from our conversation I think it would be possible to use the DeDupit module on your Sugar but merging records would require a lot of manual work with the current version of module.
In this scenario we usually offer our customers an opportunity to tailor our modules to better suit their needs, if you are interested we could discuss it on the call.
Our office is located in Europe (GMT+2) and our working hours are from 9AM to 6PM.
Here are the answers in the same order as the questions for them:
1. Unfortunately you are not able to add the dashlet to the list view on the module where you want to detect duplicates, for now it is only available on the record view.
2. At the moment only way to preview duplicates is by using the "DeDupit Found Duplicates" dashlet on the record view and this dashlet only displays duplicates for the current record.
3. Auto merger can only be configured to decide which is original record by "Date Created" or "Date Modified" fields. Currently we are not supporting configuring any additional fields for the Auto-merger config but it might get added in one of the future updates.
4. When auto merge starts processing the original record and duplicate it will only use field value from duplicate if original one has that same field empty, otherwise we will use the value from the original. Auto-merge process is running in the background of you sugar instance and there is no way to interact with it while it is processing the duplicates, once configured to run it will merge duplicates in the background, to see which record's duplicates got auto merged you can use "DeDupit Auto Merged Duplicates History" dashlet located on the record view of any Sugar module. Essentially Auto-merger feature is supposed to be used on modules where it is easy to distinguish original record from duplicates and remove unnecessary hassle from user to manually decide which one is the duplicate, otherwise we will need to do it manually using "DeDupit Found Duplicates" dashlet.
If you have any further questions please let us know!
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