Lead Convertion to Account Duplicate checking

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  • kimdomingo
    Junior Member
    • Jan 2016
    • 2

    Lead Convertion to Account Duplicate checking

    How can i detect the duplicate phone numbers while converting the LEAD into ACCOUNT? Already did the duplicate checking in Creating accounts but the problem was the Convertion of LEAD to ACCOUNT. It does not detect duplicates while converting. Or atleast how can i check the duplicate phonenumbers from LEADS and ACCOUNTS? Whenever i add LEAD with same phone number in ACCOUNT it still can't detect as duplicate. Hope for best possible answer.
  • alasdaircr
    Active Community Member
    • Aug 2014
    • 525

    #2
    Normally you would add phoneNumber to the getDuplicateWhereClause function in application/Espo/Modules/Crm/Services/Account.php but this isn't working. I don't think Espo supports checking for duplicate phoneNumber field types.

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    • yuri
      Member
      • Mar 2014
      • 8453

      #3
      It's not supported. But you can customize Account and Lead service class in getDuplicateWhereClause as alasdaircr stated.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

      Comment

      • alasdaircr
        Active Community Member
        • Aug 2014
        • 525

        #4
        Im not sure this works Yuri. I added phoneNumber to Services/Account.php::getDuplicateWhereClause and duplicates were ignored.

        Comment

        • yuri
          Member
          • Mar 2014
          • 8453

          #5
          Opps. Then you need to customize checkEntityForDuplicate method.
          If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

          Comment

          • kimdomingo
            Junior Member
            • Jan 2016
            • 2

            #6
            I did customize the checkEntityForDuplicate method and it work.Thanks.

            Comment

            • alasdaircr
              Active Community Member
              • Aug 2014
              • 525

              #7
              Can you share the modifications?

              Comment

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