Question

CRM - Duplicate Validation - Possible Duplicates, won't mark as validated

  • 21 December 2023
  • 11 replies
  • 66 views

Userlevel 4
Badge +2

We have a scenario where the same person works for 2 separate companies. Hence, we have 2 contacts. The system flags this as a possible duplicate as it should.

We click on the Mark for Validation action on the Contact Record but the warning symbol just appears next to the Possible Duplicates field.

Can anyone provide insight into why this fails to marked Validated?


11 replies

Userlevel 7
Badge +12

Hi @Troy Vars 

Could you please share screenshot,

 

Duplicate validation message throws based on the preference we set 

 

Userlevel 4
Badge +2
Current Contact Settings

 

Userlevel 7
Badge +12

Hi @Troy Vars 

Could you please share screenshot,

 

Duplicate validation message throws based on the preference we set 

 

What is the warning showing in contact. could you please share both the records

Userlevel 4
Badge +2

 

Userlevel 7
Badge +12

We have a scenario where the same person works for 2 separate companies. Hence, we have 2 contacts. The system flags this as a possible duplicate as it should.

We click on the Mark for Validation action on the Contact Record but the warning symbol just appears next to the Possible Duplicates field.

Can anyone provide insight into why this fails to marked Validated?

Let me explain

We have 2 contacts with same name .

Contact A

Contact B

When the user click on check for duplicates the system throiw the warning message as you mentioned as expected.

Now either the user has to close the duplicate and mark as validated to proceed further.

If you are not closing the warning message shows the same.

Note: Yellow color message is a not a warning just indication.

 

Userlevel 4
Badge +2

To be clear we Click Mark as Validated and the record doesn’t change. 

If there is not associated Business Account then the record updated to Validated, but these don’t

I thought maybe the Duplicate Customer/Business Accounts had to be marked valid first, but that didn’t resolve the issue

Userlevel 7
Badge +12

When User attempt the check for validation the first lead.case will mark as validated, the second one will become possible duplicate 

After close as duplicate 

Warning message never move from the screen

Userlevel 4
Badge +2

Another example where 2 people with the name Smith

Can not mark either valid

 

Userlevel 7
Badge +12

Another example where 2 people with the name Smith

Can not mark either valid

 

Seems to be there might be another record with similar data? Have you verified?

Userlevel 7
Badge

Hi @Troy Vars were you able to find a solution? Thank you!

Userlevel 4
Badge +2

No we did not find a solution. We are ignoring these for now.

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved