Duplicate check on update or create leads (Phone -Email)

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  • mohamedasoliman28
    Junior Member
    • Jul 2023
    • 1

    Duplicate check on update or create leads (Phone -Email)

    Dear developers
    I am new in espocrm and also I am not developer

    Can any one please help me step by step how to make CRM when creating or updating lead or contact or account make a duplicate check and reject the update or the addition in case of duplication

    and the duplication critera is
    Phone number
    Email address

    thanks in advance for your kind contrubtion

    Regards
  • yuri
    Member
    • Mar 2014
    • 8627

    #2
    Hi,

    You can utilize https://docs.espocrm.com/administrat...e-save-script/
    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.

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