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Thread: Finding Duplicates (automatically)

  1. #1
    thefish is offline Junior Member
    Join Date
    Mar 2008
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    Default Finding Duplicates (automatically)

    Hey all,
    When my customers are signing up on my site through a certain campaign, they can create as many duplicates record as they want..

    I'm trying to find a solution for that.

    My ideas are:
    - A warning on 'view lead details' that the same name, email or phone number exist on another record.
    - Or a button that will allow me to search for duplicates in all records.

    Any thoughts?

  2. #2
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
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    Dec 2005
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    Minnesota
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    2,343

    Default Re: Finding Duplicates (automatically)

    Yes! Awesome idea. I started building a new dashlet that will auto find dups in two modes; strict and loose. Strict will be on exact field matches where loose will be based on something like a soundex. These should be definable by the user. It'll let you ignore matches for future checks as well.

    I've had to stop for a period of time while I catch up on some other issues but plan on finishing this out. However, it would be great if this was somehow included in Sugar as I see data integrity issues causing many problems in many implementations.

  3. #3
    selfmade64856 is offline Sugar Community Member
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    Sep 2011
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    38

    Default Re: Finding Duplicates (automatically)

    I see that this thread is 3 years old but I don't see that this has been addressed since. Are there any new developments with automatically finding duplicates? We had a little over 1,500 leads in our system and recently imported over 30,000 more. I would like to see if there are any duplicates but don't feel like going through the entire 30 thousand plus leads to check.

    Is there a way to automatically check for duplicate leads?

    Thanks.

    Courtney L. Bostdorff

  4. #4
    clint's Avatar
    clint is offline Sugar Team Member | Forums Lead Moderator
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    Aug 2004
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    Default Re: Finding Duplicates (automatically)

    We are working with a company called ActivePrime that has a product called CleanCRM that finds and merges duplicate records. They should have the integration with SugarCRM done within the next couple months. This will be what you are looking for.
    Sugar Developer Zone - developer resources | Sugar University - user and admin training
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    Clint Oram
    Chief Technology Officer and Co-founder
    SugarCRM

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