A customer had the following requirement. They wanted to be able to hide the 'Ignore Warning and Enter Company' button for all non-administration users when dedupe was turned on and when Sage CRM flags that the user is entering a duplicate company. The…
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…
When working with a Lead record and matching a company to the Lead via the Add or Find this Company button. The system is supposed to open a pop up that displays a list of potential company matches, which you can select from, and everything happens within…
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'.…
