We recently installed CRM 4.0. I'm a developer so to be honest, I don't spend very much time USING CRM as I do developing stuff for it in the back end to make use of it's data. However, the users expressed concerns, stating that the duplicate detection is not working.
I'm in the system twice, for that matter, but when I go to create a new contact, using my same first name and my same last name, it doesn't stop me. I can click save, and save and close and I'm never prompted anything about Duplicate Detection. Honestly, I only ever remember seeing the screen once or twice in the past couple of months?
Is there a setting or something that I need to configure in order to "enable" the duplicate detection?
I'm a full admin on our install, so I don't know if that somehow means that I'm automatically bypassed (which would make testing it difficult).
Todd, if you setup duplicate detection rules, as Nauta suggests, here are some pitfalls you should be aware of:
Remember to publish a rule after you created it.
You might find out of the box a duplicate rule that should trigger on contacts with the same email address. That rule is most probably in the "publishing" status for a new installation. This is a bug, you should unpublish it an publish it again to make it usable.
After you created a new rule your duplicate detection still won't work yet (don't blame it to CRM if it wont detect duplicates). You need to wait until the matchcode jobs have run. I think the default for those jobs is to run every 5 minutes, so you should wait at least that amount of time before attempting to test a new duplication rule.
You can see at the matchcode jobs and whether they are running successfully by going to System Jobs in the Settings section.
Marked as answer byDonna EdwardsMVPThursday, June 4, 2009 4:26 PM
Check the Duplicate Detection Rule for Contacts. I don't recall what the default is but I believe it checks for an exact match of the 3 email addresses. You can add criteria to check First Name, Last Name if you want.
Try adding Contact records with the same email to see if the rule is working already.
William Tsun
Marked as answer byDonna EdwardsMVPThursday, June 4, 2009 4:26 PM
Also check if the Duplicate detection is enabled on the system.Go to Settings - > Data Mangement - > Duplicate Detection Settings. Make sure the option "Enable Duplicate Detection" is checked.Then create a rule with the exact match for the first name and last name.Plublish it. Wait for sometime to get the match records generated.
Thanks, Sonal.
Marked as answer byDonna EdwardsMVPThursday, June 4, 2009 4:26 PM
Todd, if you setup duplicate detection rules, as Nauta suggests, here are some pitfalls you should be aware of:
Remember to publish a rule after you created it.
You might find out of the box a duplicate rule that should trigger on contacts with the same email address. That rule is most probably in the "publishing" status for a new installation. This is a bug, you should unpublish it an publish it again to make it usable.
After you created a new rule your duplicate detection still won't work yet (don't blame it to CRM if it wont detect duplicates). You need to wait until the matchcode jobs have run. I think the default for those jobs is to run every 5 minutes, so you should wait at least that amount of time before attempting to test a new duplication rule.
You can see at the matchcode jobs and whether they are running successfully by going to System Jobs in the Settings section.
Marked as answer byDonna EdwardsMVPThursday, June 4, 2009 4:26 PM
Check the Duplicate Detection Rule for Contacts. I don't recall what the default is but I believe it checks for an exact match of the 3 email addresses. You can add criteria to check First Name, Last Name if you want.
Try adding Contact records with the same email to see if the rule is working already.
William Tsun
Marked as answer byDonna EdwardsMVPThursday, June 4, 2009 4:26 PM
Also check if the Duplicate detection is enabled on the system.Go to Settings - > Data Mangement - > Duplicate Detection Settings. Make sure the option "Enable Duplicate Detection" is checked.Then create a rule with the exact match for the first name and last name.Plublish it. Wait for sometime to get the match records generated.
Thanks, Sonal.
Marked as answer byDonna EdwardsMVPThursday, June 4, 2009 4:26 PM
I m having the same problem and unable to understand why its not working. Is this a bug in the system or in microsoft documentation? If anybody sorted out this problem please let me know the steps.
I tried all the possible options mentioned in this forum.
All my rules say publishing after the install. I tried unpublishing and re-publishing. No luck. Asynch service is running. Tried reboot. Applied rollup 6 today. Still no luck.
