AnsweredAssumed Answered

Setup unique fields

Question asked by Maxime Stierli on Oct 31, 2018
Latest reply on Nov 1, 2018 by Maxime Stierli

Hi everybody,

 

I did a big cleaning of our CRM data with the "merge" option.

 

Now what I want is to prevent users to create duplicated records by setting some fields (contacts email, lead email, account name, ...) as unique and not allowing them to create a new record if the field value is already existing.

 

Does somebody already implemented that kind of feature ?

 

Thanks in advance for your help.

 

Regards,

 

Maxime

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