Have newly created leads? Processing imported leads from one or more sources? Quickly identify if there is already an existing lead by setting up your predefined parameters. Any possible duplicates will be highlighted and noted when viewing a given lead.
#2420 - Account Name
Why isn't Account Name populated to be added to the criteria? It is also not available in the fields list. This is a text field not a related field.
7 years ago
Hi team,
Just wanted to follow up with what I've found. It looks like in the Leads module that the account_name field is not a relate field. Just a varchar. It appears to work just fine if you edit view.fieldcondition.php and view.displayfield.php and remove account_name from the $not_array. This then adds support for the account name field for matching duplicate leads.
Hope this helps! Jason Eggers SugarOutfitters
7 years ago
Hi Jason,
I fixed the issue and uploaded below files. Will you please acknowledge?
ScanIdenticalLead-SugarCRM6-V1.4.zip and ScanIdenticalLead-SugarCRM7-V1.4.zip files uploaded.
Regards, Dipesh Patel
7 years ago
No need for me to check. You folks do good work. You can close this case by clicking "Edit" and changing the status to "Closed".
7 years ago
Does this all pertain to the "Email" field?