RE: Prevent creation of duplicate customers

Hi,

 

I would like to create a WF/script that prevent a customer from being created if there is a duplicate in the database.

 

Can anyone help me?

 

tks

LucasPerez Rookie Asked on August 15, 2022 in SuiteFlow.
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1 Answers

Turn on the duplicate record detection and merge feature – Setup > Company > Setup Tasks > Enable Features

Advanced Answered on August 15, 2022.

But this feature does not prevent the record from being created, right? It is just warning

on August 15, 2022.

Right, this does not stop the creation of a duplicate. This allows the banner to be shown when a duplicate entry is found based on the criteria configured Setup > Company > Company Management > Duplicate Detection.

You can resolve duplicates one at a time -OR- in mass under Lists > Mass Update > Mass Updates

Keep in mind stopping a record from being created prior to save can have negative impact on performance as your customer base grows it will take longer to detect a duplicate over time, and you could be loosing additional valuable details you would otherwise gather and merge.

There are a number of possible solutions but the best fit would depend on your environment.

on August 15, 2022.

I understand the possible impacts, but either way I would like to prevent the duplicate creation. Can you gave one or two solution, pls?

 

Thank you

on August 16, 2022.

Hi, Jjohnson2301

 

Can you help me with this subject?

 

tks

on August 17, 2022.
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