Duplicated cheking display in lead editor

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  • herbalvitaly
    Junior Member
    • Nov 2024
    • 2

    Duplicated cheking display in lead editor

    Hello ESPO Community , I am new to espo crm, I am trying to adapt it to my needs, and I would like your help. I am trying to display the list of duplicate ids of a lead in a field which displays them when editing the lead. so the lead can be created but then if it has duplicates they will be displayed.

    Something like this :

    Click image for larger version

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    and i need to know if i can have a dev to customise it for some price ? THANK YOU
  • victor
    Active Community Member
    • Aug 2022
    • 727

    #2
    In Administration > Entity Manager > Lead Edit > Duplicate check fields, add the fields you want to check for duplicates. For example, name and email.
    When creating a Lead, if the name or email are identical to those already in your instance, you will receive a warning about an existing Lead: "The record you are creating might already exist".

    Click image for larger version

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ID:	112455This is the basic functionality when creating a record. If you need something else, please detail your request.

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