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Don't create Lead when Contact exists

Thomas Schlittler

Hi all,

I just a need a little help when creating a Lead when a Contact already exists.

We have the case that sales reps try to create a Lead in Sugar although a Contact in Sugar already exists with the same E-Mail address. To prevent sales reps from creating a duplicate entry in the Leads Module is it possible to disallow Sugar to create a Lead when the Contact already exists? We determine a Lead duplication in Sugar when the Lead has the same E-Mail address as the Contact.

Thanks for your help.

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    Hi

    In SugarCRM, there is no such facility at the administrative level. To achieve this you have to customize the code.

    In Save endpoint, we can check if we have already contact with the coming email address then throw the error and no record save.

    Rolustech is a SugarCRM Certified Developer & Partner Firm. We have helped more than 500 firms with various SugarCRM integrations and customizations. Contact us today for your FREE consultation session. We will be happy to assist you.

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  • 0

    Hi

    In SugarCRM, there is no such facility at the administrative level. To achieve this you have to customize the code.

    In Save endpoint, we can check if we have already contact with the coming email address then throw the error and no record save.

    Rolustech is a SugarCRM Certified Developer & Partner Firm. We have helped more than 500 firms with various SugarCRM integrations and customizations. Contact us today for your FREE consultation session. We will be happy to assist you.

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