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

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  • 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

  • #2
    Hi,

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

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