{"id":14473,"date":"2017-06-15T11:58:30","date_gmt":"2017-06-15T11:58:30","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14473"},"modified":"2017-06-15T11:58:30","modified_gmt":"2017-06-15T11:58:30","slug":"deduplication-on-company-phone-and-email-details","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/06\/15\/deduplication-on-company-phone-and-email-details\/","title":{"rendered":"Deduplication on Company Phone and Email Details"},"content":{"rendered":"

Sage CRM<\/a> gives us the provision to validate the duplicate company records with the help of Deduplication applied on Company Name or other company details, however there is no such standard method to validate Phone or Email details existing in the system. In this blog, I will share a method through which you can apply Deduplication on Phone or Email details.<\/p>\n

New Stuff:\u00a0<\/strong><\/em>Delete Quote Line Items using JavaScript<\/span><\/a><\/span><\/span><\/p>\n

We applied a Table Level Script on Company Entity which triggered a prompt whenever a User tried to save phone or Email details which matched with some other Company account of CRM.<\/p>\n

Following are the steps to perform the validation:
\n1.<\/strong> From the customization open the Company Entity and Click on the Table Script
\n2.<\/strong> Select the Script type as Table Level.
\n3.<\/strong> Add the following code in the InsertRecord() function and save the TLS.
\nvar cPhone=””;
\nvar cEmail=””;
\nvar CNameE=””;
\nvar CNameP=””;
\ncEmail=new String(FormValues(“emai_emailaddressbusiness”));
\nif(cEmail==”null” || cEmail==”undefined” ||cEmail==””)
\n{
\ncEmail=new String(Values(“emai_emailaddressbusiness”))
\nif(cEmail==”null” || cEmail==”undefined” ||cEmail==””)cEmail=””;
\n}
\ncPhone=new String(FormValues(“phon_numberbusiness”));
\nif(cPhone==”null” || cPhone==”undefined” ||cPhone==””)
\n{
\ncPhone=new String(Values(“phon_numberbusiness”))
\nif(cPhone==”null” || cPhone==”undefined” ||cPhone==””)cPhone=””;
\n}
\n\/\/for Email Id
\nvar Email=”select comp_name from vcompanyEmail(nolock) left outer join Company(nolock) on ELink_RecordID=Comp_CompanyId where Emai_EmailAddress='”+cEmail+”‘”;
\nselectquery = eWare.CreateQueryObj(Email);
\nselectquery.SelectSql();
\nif(!selectquery.eof)
\n{
\nCNameE=new String(selectquery(“comp_name”));
\nif(CNameE==”null” || CNameE==”undefined” ||CNameE==””)CNameE=””;
\nvar Message=””;
\nMessage+=”This Email Id is already existing in the company [“+CNameE+”]<br>”;
\nErrorStr+=Message;
\n}
\n\/\/for Phone Number
\nvar Phone=”select comp_name from vCompanyPhone(nolock) left outer join Company(nolock) on PLink_RecordID=Comp_CompanyId where phon_Number='”+cPhone+”‘”;
\nselectPhonequery = eWare.CreateQueryObj(Phone);
\nselectPhonequery.SelectSql();
\nif(!selectPhonequery.eof)
\n{
\nCNameP=new String(selectPhonequery(“comp_name”));
\nif(CNameP==”null” || CNameP==”undefined” ||CNameP==””)CNameP=””;
\nvar Message1=””;
\nMessage1+=”This Primay PhoneNumber is already existing in the company [“+CNameP+”]<br>”;
\nErrorStr+=Message1;
\n}
\nNow while creating a new company insert the existing email address or phone number you will get a prompt displaying following error along with the Existing Company name on the screen.
\n\"\"<\/a>
\n 
\nAbout Us:<\/strong><\/p>\n

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.<\/p>\n

For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n

 
\nAlso Read:<\/em><\/span><\/strong>
\n1.<\/strong> Validate Email Addresses using Sage CRM Client Side API<\/a>
\n2.<\/strong> Pop Up Email Screen before sending mail through workflow<\/a>
\n3.<\/strong> Remove unwanted Phone-Email fields<\/a>
\n4.<\/strong> Add an Auto Signature in Email body in Sage CRM<\/a>
\n5.<\/strong> Sending Emails to multiple Persons<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM gives us the provision to validate the duplicate company records with the help of Deduplication applied on Company Name or other company details, however there is no such standard method to validate Phone or Email details existing in the system. In this blog, I will share a method through which you can apply\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[71,98,107,108,131,286,332,342,352],"tags":[936,1020,1022,1766,1767,2010],"class_list":["post-14473","post","type-post","status-publish","format-standard","hentry","category-company","category-customization","category-de-duplication","category-de-duplication-sage-crm","category-email","category-phone","category-sage-crm","category-sage-crm7-3","category-script","tag-deduplication-on-company-phone-and-email","tag-duplicate-email-id","tag-duplicate-phone-no","tag-phone-and-email","tag-phone-and-email-validation","tag-sage-crm"],"yoast_head":"\nDeduplication on Company Phone and Email Details - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/06\/15\/deduplication-on-company-phone-and-email-details\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Deduplication on Company Phone and Email Details - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM gives us the provision to validate the duplicate company records with the help of Deduplication applied on Company Name or other company details, however there is no such standard method to validate Phone or Email details existing in the system. 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