Suppress display of duplicate meeting records in Company and Person Context.

By | December 31, 2020

Sometimes, we may encounter duplicate meeting records that have been created against Company and Person. As this is not the most attractive way of representing data. Moreover, it may lead to confusion. In this blog, we will explain, how to suppress the display of duplicate meeting records in the Company and Person context.

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Below is the example, which shows the default behavior of Sage CRM. Where there are multiple records are displayed for the same meeting. Refer to the below screenshot.

Appointments
Appointments

Below are the steps that need to be followed:

  • Log in to Sage CRM.
  • Navigate to Below path
    Administration | Customization | Communication
  • Navigate to List tab. Click on New.
  • List name as CommDedupeList and view name as vListCommunication.
  • Click on Save.
List Definition
List Definition
  • Now, select the newly created list and add the below fields. 
Dedupe List
Dedupe List
  • After the required fields are added. Update it and click on Save.
  • Now perform a MetaData refresh .
Communication Tab
Communication Tab

Now, navigate to the communication tab and check the record it should display only one meeting record.

Hope this helps!

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Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 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 ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework. Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

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