Duplicate Check across Entities

[matts]

Hello,

is it possible to implement a duplicate check across entities? We have a vast list of Accounts and are adding Leads manually. Is there a way to check whether a lead already exists as an account? And vice versa, when an account is added, to check whether there is a lead with the same name and/or e-mail adress?

Thank you!

[yuri]

Hi,

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

Though recordService\throwDuplicateConflict won't work here as it assumes the same entity type. You can throw Forbidden instead.

[matts]

Thank you, I was able to do it this way