Hi,
Is it possible to replace the default restriction on duplicate email addresses with a validation prompt that would allow you to acknowledge you're creating a duplicate and proceed?
Thanks.
Hi,
Is it possible to replace the default restriction on duplicate email addresses with a validation prompt that would allow you to acknowledge you're creating a duplicate and proceed?
Thanks.
Preventing duplicate email addresses ensures that each person, company, or lead record added to the system has a unique email address. The primary focus on implementing this feature was to improve the integration with Mailchimp by preventing and fixing duplicate email addresses in groups sent to Mailchimp.
Maintaining unique email addresses across various channels of communication is important. An Email address is a reliable central identifier. The uniqueness of email addresses is crucial for achieving a unified view of customer interactions within Sage CRM.
For background see: (+) Enforcing unique email addresses, Mailchimp and identity matching - Sage CRM Hints, Tips and Tricks - Sage CRM - Community Hub
See: Preventing users from creating records with the same email address (sagecrm.com)
To enable the detection of duplicate email addresses:
Preventing duplicate email addresses ensures that each person, company, or lead record added to the system has a unique email address. The primary focus on implementing this feature was to improve the integration with Mailchimp by preventing and fixing duplicate email addresses in groups sent to Mailchimp.
Maintaining unique email addresses across various channels of communication is important. An Email address is a reliable central identifier. The uniqueness of email addresses is crucial for achieving a unified view of customer interactions within Sage CRM.
For background see: (+) Enforcing unique email addresses, Mailchimp and identity matching - Sage CRM Hints, Tips and Tricks - Sage CRM - Community Hub
See: Preventing users from creating records with the same email address (sagecrm.com)
To enable the detection of duplicate email addresses:
*Community Hub is the new name for Sage City