CRM Duplicate Checker
This module that plugs into Leads records searches in other Leads, Accounts and Contacts for duplicate records information. Currently it only searches on First Name, Last Name and Company Name; but I want to expand it to use telephone number and email address.
The plug-in is assigned user login rather than using the logged-in user’s details so that users who might be limited to viewing a smaller data set can at least check for duplicates in the rest of the Organisation.
Unfortunately, because this was written for my company, the classes (while “universal” for CRM) are in my company’s namespace, but I want to offer this module to other CRM developers to get ideas.
On that note, I’ve gone to pains to make classes that “wrap” the CRM web service results into manageable object collections and I’ve especially proud of my ability to send a query to CRM and push the results into the correct record type.
I’m going to only put the standard fields into the CRM classes and created inherited class in an expanded namespace to cater for custom added fields. This will allow me to use my CRM classes for any project and “should” be extendible into CRM 2.0.
Below is a screen-shot of the Duplicate Checker that has found duplicates.
With the details of the record I was searching on, my Duplicate Checker found 1 other Lead with the same company name. The first name and last name are different though and, in brackets, I can see that the record belongs to another user and that the status of the record is still New.