Scan Identical Leads

by Offshore Evolution Pvt Ltd

Have newly created leads? Processing imported leads from one or more sources? Quickly identify if there is already an existing lead by setting up your predefined parameters. Any possible duplicates will be highlighted and noted when viewing a given lead.

#2420 - Account Name

Closed Bug? created by brandonstec Verified Purchase 8 years ago

Why isn't Account Name populated to be added to the criteria? It is also not available in the fields list. This is a text field not a related field.

  1. jason member avatar

    jason

    8 years ago

    Hi team,

    Just wanted to follow up with what I've found. It looks like in the Leads module that the account_name field is not a relate field. Just a varchar. It appears to work just fine if you edit view.fieldcondition.php and view.displayfield.php and remove account_name from the $not_array. This then adds support for the account name field for matching duplicate leads.

    Hope this helps! Jason Eggers SugarOutfitters

    • dipeshpatel-primary-contact member avatar

      Offshore Evolution Pvt Ltd

      8 years ago

      Hi Jason,

      I fixed the issue and uploaded below files. Will you please acknowledge?

      ScanIdenticalLead-SugarCRM6-V1.4.zip and ScanIdenticalLead-SugarCRM7-V1.4.zip files uploaded.

      Regards, Dipesh Patel

    • jason member avatar

      jason

      8 years ago

      No need for me to check. You folks do good work. You can close this case by clicking "Edit" and changing the status to "Closed".

    • 1cooper member avatar

      1cooper

      8 years ago

      Does this all pertain to the "Email" field?

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