Duplicate check and access issues

[goingUp]

Hello!

I have issue with EspoCRM duplicate checking in contacts, when user has limited access to contacts. Looks like duplicate search is done only for records that user has access to, which may result in duplicate. Also it's not very convenient to fill full contact creation form only to see that there is an duplicate. I don't know how this stuff is done in CRM world, but following solution came to mind: first should be a (custom programmed?) form, which have only phone number and full person name, then it do duplicate search, if duplicate is found, user is redirected to contact edit, if not, to a contact creation with prefilled fields. If user have no access to the contact, user team is added to gain it.

Can I create programmatically custom form like this in EspoCRM? Maybe there is an easier solution?

Another idea is to create some entity with 1 to 1 relation with contact, and make a hook on save, which will search for contact and attach it to the entity, or create a new contact.

Maybe lead capture form? But looks like there is no way to make custom redirect.

[dreginald]

Yes. Built-in Duplicate check works as per the access rights.
You can overcome this by taking the total count of phone number or email address (fields generally used to check duplicates) using the formula below and build a logic to notify the user

ifThenElse(emailAddress!=null, cCountSameEmail=record\count('Lead', 'emailAddress=', emailAddress), cCountSameEmail=0);
ifThenElse(phoneNumber!=null, cNosSamePhoneNumber=record\count('Lead','phoneNumb er=', phoneNumber), cNosSamePhoneNumber=0);