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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.

  • 0

    You could do this in a couple of ways to be honest.

    1. You could create a custom create.js for your module and make an additional api call before saving to see if the record exists
    2. Or you could achieve the same result with a before save hook which looks for existing contacts by email address and if found throws an exception. This will return back to the browser alerting the end user that their contact already exists.

    Either will work but it depends on your preference as to where the check is done but I don't think you can do it with Sugar out of the box - happy to be corrected on this though.

  • 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.

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