Email address conflict determination

[Peanut]

Hello everyone, I just started using espocrm. How can I set it so that the email addresses in Account/Contact/Lead can be reminded of duplicates?

[lazovic]

Hi Peanut,

You can use the API Before Save Script feature so that if such an email address is already set for some Account, Contact or Lead, then a duplicate error message would be displayed.

For example, you can set the following formula script for the Account:

$emailAddressesCount = array\length(emailAddressData);
$emailAddressData = json\encode(emailAddressData);

$emailAddressesArray = list();

$i = 0;

while ($i < $emailAddressesCount) {
    
    $emailAddress = json\retrieve($emailAddressData, string\concatenate($i, '.emailAddress'));
    
    $emailAddressesArray = array\push($emailAddressesArray, $emailAddress);
    
    $i = $i + 1;
}

$y = 0;

while ($y < array\length($emailAddressesArray)) {
    
    $singleEmailAddress = array\at($emailAddressesArray, $y);
    
    if (record\exists('Contact', 'emailAddress', $singleEmailAddress)) {
        recordService\throwForbidden('Contact with these email addresses already exists.')
    }
    
    if (record\exists('Lead', 'emailAddress', $singleEmailAddress)) {
        recordService\throwForbidden('Lead with these email addresses already exists.')
    }
    
    $y = $y + 1;
}

At this time, set the following formula script for the Contact:

$emailAddressesCount = array\length(emailAddressData);
$emailAddressData = json\encode(emailAddressData);

$emailAddressesArray = list();

$i = 0;

while ($i < $emailAddressesCount) {
    
    $emailAddress = json\retrieve($emailAddressData, string\concatenate($i, '.emailAddress'));
    
    $emailAddressesArray = array\push($emailAddressesArray, $emailAddress);
    
    $i = $i + 1;
}

$y = 0;

while ($y < array\length($emailAddressesArray)) {
    
    $singleEmailAddress = array\at($emailAddressesArray, $y);
    
    if (record\exists('Account', 'emailAddress', $singleEmailAddress)) {
        recordService\throwForbidden('Account with these email addresses already exists.')
    }
    
    if (record\exists('Lead', 'emailAddress', $singleEmailAddress)) {
        recordService\throwForbidden('Lead with these email addresses already exists.')
    }
    
    $y = $y + 1;
}

And finally, the following formula script for the Lead:

$emailAddressesCount = array\length(emailAddressData);
$emailAddressData = json\encode(emailAddressData);

$emailAddressesArray = list();

$i = 0;

while ($i < $emailAddressesCount) {
    
    $emailAddress = json\retrieve($emailAddressData, string\concatenate($i, '.emailAddress'));
    
    $emailAddressesArray = array\push($emailAddressesArray, $emailAddress);
    
    $i = $i + 1;
}

$y = 0;

while ($y < array\length($emailAddressesArray)) {
    
    $singleEmailAddress = array\at($emailAddressesArray, $y);
    
    if (record\exists('Account', 'emailAddress', $singleEmailAddress)) {
        recordService\throwForbidden('Account with these email addresses already exists.')
    }
    
    if (record\exists('Contact', 'emailAddress', $singleEmailAddress)) {
        recordService\throwForbidden('Contact with these email addresses already exists.')
    }
    
    $y = $y + 1;
}