how to populate the details along with attachments of the lead if the lead was already generated?

Hello Rahul,

Out of the box Sugar includes a Duplicate Check function which occurs when a record is saved, but the values in the fields need to be fairly similar for it to get caught by the duplicate check filters. As an example, I created a Lead with the First Name 'John' and the Last Name 'Doe'. I then created 'Johnathan Doe', which did not get caught, but when I created 'J Doe', both 'John Doe' and 'Johnathan Doe' were shown as possible duplicates: https://screencast.com/t/gDqwq0Mw 

If I click on the eyeball icon, it will show me information about either 'John Doe' or 'Johnathan Doe', including any activity related to those records, such as emails, notes, calls, etc.

Please be aware that my test was performed in Sugar 7.8.2.1 Enterprise.

Regards,

Dan Kallish

Advanced Support Engineer

SUGARCRM

Learning Resources: http://support.sugarcrm.com | http://university.sugarcrm.com | http://community.sugarcrm.com

Hello Rahul,

Out of the box Sugar includes a Duplicate Check function which occurs when a record is saved, but the values in the fields need to be fairly similar for it to get caught by the duplicate check filters. As an example, I created a Lead with the First Name 'John' and the Last Name 'Doe'. I then created 'Johnathan Doe', which did not get caught, but when I created 'J Doe', both 'John Doe' and 'Johnathan Doe' were shown as possible duplicates: https://screencast.com/t/gDqwq0Mw 

If I click on the eyeball icon, it will show me information about either 'John Doe' or 'Johnathan Doe', including any activity related to those records, such as emails, notes, calls, etc.

Please be aware that my test was performed in Sugar 7.8.2.1 Enterprise.

Regards,

Dan Kallish

Advanced Support Engineer

SUGARCRM

Learning Resources: http://support.sugarcrm.com | http://university.sugarcrm.com | http://community.sugarcrm.com

Hi Dan,

I'm using version 7.7.2.2 of Sugar and my concern is that my engineering team is receiving multiple requests from Sales for the same lead from different sales personnel. It is for this reason, I would like to know if there is a way by which I can auto populate the data along with the attachments for the incoming lead which will prevent the Sales from creating a new lead when there is already one part of the existing leads.

Thanks and Regards,

Rahul