As we know every new version of Sage CRM is coming with many features which makes our business process trouble free. In Sage CRM we can add multiple records for all entities in which contact information of customer is added. Lead entity is mostly use to add new leads records, which is very important for business purpose.
At time of creating new lead Company name, person name and email address is added. Most of the time there Personal email ID and business email ID is identical, because this duplicate records are created in CRM. It’s created so many confusions to take follow up from the leads or many transactions in which email ID of company or person is used process for both records. Also after the lead progress its company and person also created in Sage CRM.
Till the 2019R2 version there is no restriction for the email address. To overcome all the problems of duplication in Sage CRM version 2020R1 there is one dedicated system configuration is added.
To enable the restriction on email address at time of creating new Lead. Navigate to Administration → System → System Behavior.
Initially value of “Detect Duplicate Emails” field is ‘No’ as shown in below screenshot. Set value of field to Yes.
For example try to create new lead with existing email ID, is showing a message “Cannot create the record because the email you specified is already used by an existing record. Specify a different email” as shown in below.
This configuration is also apply at time of creating new person or company, which is useful to avoid duplicate records.
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at email@example.com. We will be glad to assist you.