Add Quick Find View in to Duplicate Account Search by default


There are no Find columns set on the Account entity when presented with a possible duplicate Account. - therefore all records were being displayed inside the lookup control and filtering do not work and you have to manually scroll down through all records to find the Account you are looking for....

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Category: Account, Contact, Calendar and Activity Management (765)

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Needs Votes

Improved Duplicate Lead Identification (Sales Hub)


The in app duplicate check, will only enable the View Duplicate button on the tool bar if:


1 - Email OR phone match

2 - Email OR phone match and company or contact name are similar (fuzzy search)


The duplicate check would be better if


1...

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Category: Lead Management (90)

STATUS DETAILS
New