How to add Email field as duplicate check in Contacts module on Lead Conversion Process?

RE: How to add Email field as duplicate check in Contacts module on Lead Conversion Process?

Francesca Shiekh — Thu, 19 May 2022 22:05:09 GMT

Why use starts on an email address check? Would one not want to check for an exact match on the email address?

RE: How to add Email field as duplicate check in Contacts module on Lead Conversion Process?

Ramya Katram — Mon, 16 Mar 2020 07:25:39 GMT

Hi ,

I have implemented this logic in one of our recent project requirements and it worked without any issues in Sugar 9.0.1 Professional edition. I believe you have to include the email parameter inside an array in the code. Can you please try with below snippet of code in the same path and let me know if it works for you or not. Hope it helps for you.

The path where you have to place the below code - custom/Extension/modules/Contacts/Ext/Vardefs/duplicate_check_email.php

<?php
$dictionary['Contact']['duplicate_check']['FilterDuplicateCheck']['filter_template'] = array(
array(
array(
'$or' => array(
array(
'$and' => array(
array(
'first_name' => array(
'$starts' => '$first_name'
)
) ,
array(
'last_name' => array(
'$starts' => '$last_name'
)
) ,
array(
'accounts.id' => array(
'$equals' => '$account_id'
)
) ,
array(
'dnb_principal_id' => array(
'$equals' => '$dnb_principal_id'
)
) ,
)
) ,
array(
'email1' => array(
'$starts' => '$email1'
)
) ,
)

) ,

) ,
);

RE: How to add Email field as duplicate check in Contacts module on Lead Conversion Process?

Nagamani D — Tue, 10 Mar 2020 04:53:26 GMT

Hi Andre Lopes,

Can you please be more specific, do you mean to say the above code is correct and just to replace array('email' => array('$starts' => '$email')), in place of email1 or can you please suggest me what is the error in the above code.

Thanks in Advance.

RE: How to add Email field as duplicate check in Contacts module on Lead Conversion Process?

André Lopes — Tue, 10 Mar 2020 01:27:51 GMT

Try the following construction:

array('email' => array('$starts' => '$email')),

Regards