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how to change a detect duplication rule RRS feed

  • Question

  • Hi, may i know the steps on how to change the rule for detect duplication?

    Instead of detecting by company, i would like to detect by both company and another field. thank you so much!
    Thursday, November 24, 2011 7:14 AM

Answers

  • Hi, 

    For CRM 2011.

    1.Go to Settings - Data Management - Duplicate Detection Rules  and Create a new Rule
    2. Choose you Base Record Field, Matching Record Field,  and of course under the Fields define your desired rule for duplicate detection.
    3. Don't forget to Save and publish your rule.

    Hope this helps.

    Regards.
    Thursday, November 24, 2011 2:06 PM

All replies

  • Hi, 

    For CRM 2011.

    1.Go to Settings - Data Management - Duplicate Detection Rules  and Create a new Rule
    2. Choose you Base Record Field, Matching Record Field,  and of course under the Fields define your desired rule for duplicate detection.
    3. Don't forget to Save and publish your rule.

    Hope this helps.

    Regards.
    Thursday, November 24, 2011 2:06 PM
  • thank you so much
    Friday, November 25, 2011 1:17 AM