Customize the columns on the Duplicate Records Detected view

David Guyton on 4/9/2020 4:18:16 PM

When a new record is created that meets the conditions of a Duplicate Detection Rule, the popup warning message seen by the user does not display very many columns or much useful information. The ability to customize this view by adding more columns and having the ability to configure the sort order would be extremely useful for end users to evaluate whether or not they should create the duplicate.

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New

Comments

RE: Customize the columns on the Duplicate Records Detected view

Sophie Marsh on 5/11/2020 7:14:31 AM

Agree this needs and should be better - we have a CTRL and left click work round to view the other duplicate record in another tab without losing the record you are trying to create. Getting 250 users to take these additional steps and hope they do check the duplicate record isn't practical - this is a bad process, which most users don't bother with and choose ignore and save. This is creating many duplicates for us and has to be improved in the medium term
C'mon Microsoft - if you can do Kanban boards in forecasting, you can improve the duplicate detection on UI

Category: Unified Interface

RE: Customize the columns on the Duplicate Records Detected view

Illugi Hjaltalin on 5/8/2020 3:38:02 PM

I totally agree with David on this. It is totally unacceptable that this is not currently possible in the unified interface. In the legacy web client you can control this using the lookup view of that entity. This means that currently the duplicate records functionality in the UCI is inferior to the legacy client in this regard.

Please fix this for us MS :)

Category: Unified Interface