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Remove Duplicate Meetings

John Kitsmiller

We currently use the Outlook Plug In for Sugar Sell. I have tried Collabspot/Sugar Connect a couple of times over the last 18 months and it really isn't for us.

There simply isn't enough configuration available. In the simplest scenario, I can't be selective in what gets sync'd from the calendar. In addition, in OPI, we automatically archive all emails related to Contacts/Leads so a salesperson doesn't have to think about archiving them.

Unfortunately I tried Sugar Connect again tonight. Bad idea.

It seems Sugar Connect doesn't recognize anything already sync'd by OPI.

Now I have 300 duplicated items on my Outlook calendar, and 300 duplicates in Sugar.

Does anyone know of a way to remove duplicates?

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    That's easy if you have a low-code tool Logic Builder to make Sugar do what you need

    Here is the example if you ve got 300 duplicated meetings

    Feel free to
    1) install zip provided in this post below
    2) navigate to Tags module and add new tag giving it the name "FindDuplicateMeetings"
    3) wait until the new tag is saved

    If you don't have Tag field visible for the Meetings list view, you may use Studio to add a Tag column to the Meetings list view.

    As you should see, the meetings duplicates have got the tag "FindDuplicateMeetings"

    Therefore, now you may just apply a filter to select Meetings with the tag, select all of them found and wipe out all  these duplicates with mass delete (please note OOTB mass delete is fairly slow for meetings)

    Here is the zip created with low code tool Logic Builder:
    3733.z20210127_flowchart_lb6011da4.zip

    I configured the following criterion for identifying Meetings as duplicates:

    If you already have Logic Builder registration (logicbuilder.integroscrm.com), you may let me know the registration email and I will share a whole flowchart to you, so that you could adjust criteria if necessary and generate another zip
     

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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  • 0

    That's easy if you have a low-code tool Logic Builder to make Sugar do what you need

    Here is the example if you ve got 300 duplicated meetings

    Feel free to
    1) install zip provided in this post below
    2) navigate to Tags module and add new tag giving it the name "FindDuplicateMeetings"
    3) wait until the new tag is saved

    If you don't have Tag field visible for the Meetings list view, you may use Studio to add a Tag column to the Meetings list view.

    As you should see, the meetings duplicates have got the tag "FindDuplicateMeetings"

    Therefore, now you may just apply a filter to select Meetings with the tag, select all of them found and wipe out all  these duplicates with mass delete (please note OOTB mass delete is fairly slow for meetings)

    Here is the zip created with low code tool Logic Builder:
    3733.z20210127_flowchart_lb6011da4.zip

    I configured the following criterion for identifying Meetings as duplicates:

    If you already have Logic Builder registration (logicbuilder.integroscrm.com), you may let me know the registration email and I will share a whole flowchart to you, so that you could adjust criteria if necessary and generate another zip
     

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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