Great Information. Thanks! I have one problem with duplicate detection that I hope you can help me with.
My Contacts can have up to three email addresses, however when I try to add a duplicate detection rule to look for duplicates against all three possible address, I can’t. If someone enters an email address into the E-mail Address 2 field, then I want to
setup a rule to see if that email address is already in another Contact’s E-mail, E-mail Address 2, or E-mail Address 3 fields.
It does not seem that CRM 4.0 allows this since when you try to create a rule and the Base Record Type is the same as the Matching Record Type, then it only allows you to pick one Attribute. I cannot pick the Base Record Attribute and the Matching Record
Attribute like I can if the Record Types are different. That is, I can match E-mail against E-mail, but I cannot match E-mail against E-mail Address 2.
Microsoft Dynamics CRM 4.0 : Duplicate Detection with John O'Donnell
Jul 08, 2009 at 11:07 AMHi John,
Great Information. Thanks! I have one problem with duplicate detection that I hope you can help me with.
My Contacts can have up to three email addresses, however when I try to add a duplicate detection rule to look for duplicates against all three possible address, I can’t. If someone enters an email address into the E-mail Address 2 field, then I want to setup a rule to see if that email address is already in another Contact’s E-mail, E-mail Address 2, or E-mail Address 3 fields.
It does not seem that CRM 4.0 allows this since when you try to create a rule and the Base Record Type is the same as the Matching Record Type, then it only allows you to pick one Attribute. I cannot pick the Base Record Attribute and the Matching Record Attribute like I can if the Record Types are different. That is, I can match E-mail against E-mail, but I cannot match E-mail against E-mail Address 2.
Thanks in advance for any help.
Larry