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Lead Convertion to Account Duplicate checking

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  • 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.

  • #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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    • #3
      It's not supported. But you can customize Account and Lead service class in getDuplicateWhereClause as alasdaircr stated.

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

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        • #5
          Opps. Then you need to customize checkEntityForDuplicate method.

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

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            • #7
              Can you share the modifications?

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