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A customer had a requirement to understand the way in which the Dedupe screens for a Custom Entity worked.
The customer had created a new entity that was the child of Companies and Persons and they had added the look up fields into the Dedupe screen…
A customer is saying they are experincing an issue where CRM's deduplication is doing a poor job of picking up existing customers in CRM for new leads. After investigating a bit I would have to agree.
See Below. Lead dedupe is set to 'Begins With'.…
