{"id":24477,"date":"2020-08-28T09:53:51","date_gmt":"2020-08-28T09:53:51","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24477"},"modified":"2020-08-28T09:53:54","modified_gmt":"2020-08-28T09:53:54","slug":"detect-duplicate-emails-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/08\/28\/detect-duplicate-emails-in-sage-crm\/","title":{"rendered":"Detect Duplicate Emails in Sage CRM"},"content":{"rendered":"\n

Sage CRM<\/a>\u2019s communications module has helped to manage all the business activities from and within CRM. The flexibility of integrating CRM with Outlook, Exchange server, Office 365, Classic Outlook etc. has increased the beauty of handling communication activities along with the customer management within a single system. People working with CRM can easily manage their tasks, meetings or emails to their clients as well as internally with their subordinates in the organization.<\/p>\n\n\n\n

New Stuff:<\/strong><\/em> Increase File Size Limitation for uploading documents<\/a><\/p>\n\n\n\n

Also along with the past few releases, Sage CRM has enabled Transport Layer Security (TLS) to establish a connection to the SMTP mail server in order to send emails. However, one thing that lagged with respect to the Email management in Sage CRM was detection of duplicate email ids. A User was able to link same email address to multiple entity records such as Company, Person, and Lead etc. and save it to database. One of the drawbacks of being unable to identify duplicate email address at earlier stage is that your team might not be able to contact the right Customer; as well as there will a mismatch in count of response expected through the Marketing Campaigns.<\/p>\n\n\n\n

Industries that manage their Marketing and Sales through Sage CRM, often opts to Mail chimp Integration which makes handling marketing campaigns with ease. Thus, when your marketing team makes a target of reaching out 100 customers through Email campaigns; duplicate email addresses will make them lose their target which ultimately hits the response.<\/p>\n\n\n\n

With the release of Sage CRM 2020 R1, duplicate emails can be handled easily for the entities such as Company, Person and Leads. To make the necessary settings follow below steps \u2013<\/p>\n\n\n\n

  1. Navigate to Administration -> System -> System Behavior<\/strong><\/li>
  2. Set Detect duplicate emails<\/strong> as \u2018Yes\u2019<\/li>
  3. Save the changes.<\/li><\/ol>\n\n\n\n
    \n<\/a>\n\n
    Enable Detect Duplicate Email option in CRM<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    Once you make the necessary configurations, it will prevent the Users from creating Person, Company, and Lead records with duplicate emails address. Thus, even if the users overhear a wrong email address or copy an incorrect email address (email id which belongs to different contact); CRM will alert them at the time of saving the record. You can refer below screenshot.<\/p>\n\n\n\n

    \n<\/a>\n\n
    Duplicate Email detected Alert<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    Due to this, Users will be alerted in the initial stage itself of the Sales process and then can rectify the data that will help in smooth functioning of Sales and Marketing process in the long run.<\/p>\n\n\n\n

    Now, since this feature is available in latest versions of Sage CRM; the other way to handle this in lower versions of CRM is with the help of Table level script. For one of our clients, who was using a lower version (compared to 2020 R1) of Sage CRM requested for this feature. To handle the same, we designed a table level script at the Company entity to detect the duplicate emails. Below are the steps to follow \u2013<\/p>\n\n\n\n

    1. Navigate to Administration -> Customization -> Company<\/strong><\/li>
    2. Click on Table Scripts<\/strong> tab.<\/li>
    3. Click New and add below script.<\/li><\/ol>\n\n\n\n
      \n<\/a>\n\n
      Company – Table level Script for duplicate email detection<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

      After saving this script, if the users try to save company records with duplicate email address, CRM will give alert as shown below. Similarly, you can design the script for Person and Lead entities as well.<\/p>\n\n\n\n

      \n<\/a>\n\n
      Duplicate Email detected Customized Alert<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

      In this way, with the Detect Duplicate Emails option enabled in Sage CRM 2020 R1 version, when a user is adding or editing a Person, Company, or Lead record and tries to assign an email that is already used by another record in the system, an alert will be given that will prevent them from entering duplicate email address.<\/p>\n\n\n\n

      About Us<\/strong><\/span><\/p>\n\n\n\n

      Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners 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.<\/p>\n\n\n\n

      Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

      Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 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 the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

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

      <\/p>\n","protected":false},"excerpt":{"rendered":"

      Sage CRM\u2019s communications module has helped to manage all the business activities from and within CRM. The flexibility of integrating CRM with Outlook, Exchange server, Office 365, Classic Outlook etc. has increased the beauty of handling communication activities along with the customer management within a single system. People working with CRM can easily manage their\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,45,70,71,73,131,133,210,285,332],"tags":[4197,4195,4194,4196,1042,1043,1059,1497,4199,1761,4198,4093],"class_list":["post-24477","post","type-post","status-publish","format-standard","hentry","category-administrator","category-business-email","category-communication","category-company","category-configuration","category-email","category-email-server","category-lead","category-person","category-sage-crm","tag-company-email-address","tag-detect-duplicate-emails","tag-detect-duplicate-emails-in-sage-crm","tag-duplicate-emails","tag-email","tag-email-communication","tag-emails","tag-lead","tag-lead-email-address","tag-person","tag-person-email-address","tag-sage-crm-2020-r1"],"yoast_head":"\nDetect Duplicate Emails in Sage CRM - 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\/2020\/08\/28\/detect-duplicate-emails-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Detect Duplicate Emails in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM\u2019s communications module has helped to manage all the business activities from and within CRM. 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