Tek-Tips is the largest IT community on the Internet today!

Members share and learn making Tek-Tips Forums the best source of peer-reviewed technical information on the Internet!

  • Congratulations sizbut on being selected by the Tek-Tips community for having the most helpful posts in the forums last week. Way to Go!

Duplicates in the records

Status
Not open for further replies.

mamor90

IS-IT--Management
Aug 18, 2006
19
CA
Hi;

Apparently it is possible to have duplicates in the CRM records.

Can anyone tell me how to prevent the creation of a duplicate?

Thanx
 
I am not sure that there is a good way to prevent the duplicate --- but combining them is a cake walk (little button says MERGE) on the contact list form - easier if you have both contacts selected when you hit the button).

Our problem is that one contact is Richard Jones and another is entered as Dick Jones (simply because the user was not following procedure to look at see if the contact was in the corp db).
 
Microsoft CRM does not prevent duplicates being entered into the system. There are a number of ISV solutions out there that can fill this gap -
John O'Donnell, Microsoft CRM MVP, MCSE, MCSA
Microsoft Business Solution Certified Master – Microsoft Dynamics CRM
Crowe Chizek and Company LLC
 
Status
Not open for further replies.

Part and Inventory Search

Sponsor

Back
Top