How to add Detail on Lead form and show all Other Leads with the same Phone Number
How to add Detail on Lead form and show all Other Leads with the same Phone Number
I'd like to add Detail (list of Leads) and show all Leads with the same Phone Number (numer field), and exlude currect record on the list
I'll call it Similar Leads (and search similar only by Phone Number)
Like
Hello Leonid!
Creatio already provides out-of-the-box functionality through the 'Expanded List' on the Lead form page to help identify Similar Leads as can be seen on the screenshot below.
The lead duplicate search feature enables you to detect customers with similar needs and manage duplicate records effectively. Creatio automatically displays potential matches in the 'Similar Leads' section of the lead page.
To tailor the duplicate detection rules to your specific requirements, navigate to the System Designer, then go to the 'System setup' section and select 'Setup duplicate rules.' There, you can customize the rules that govern the behavior of the Expanded List on the Lead form.
For more information on Lead duplicate search you can refer to our Academy article here:
https://academy.creatio.com/docs/8.x/creatio-apps/products/sales-tools/lead-and-opportunity-management/leads/lead-duplicate-search
Thank you for choosing Creatio!
Leonid,
If you've removed the Similar Leads Expanded List from the Leads_FormPage, follow these steps to restore it:
- Identify the package where the Leads_FormPage schema was modified.
Go to System Designer → Advanced Settings, and open the Leads_FormPage schema under your custom packages (these are typically named Custom or have a Usr prefix).
- Look for removal instructions related to Similar Leads as presented on screenshot below.
If the schema contains lines like the ones shown in the screenshots (e.g., operations removing SimilarLeadExpansionPanel, SimilarLeadList, etc.), these are the changes that need to be reverted.
- Cautiously delete those instructions from the schema and save the Leads_FormPage, and verify the change.
If everything was done correctly, the Similar Leads expanded list will reappear on the Lead Page.
Is there any other way to add custom filtering?
As Similar Leads are not working as expected
I've created a custom field that is calculated by Business Process on Created trigger (signal) - GenPersonUniqueID
So I'd like to apply filter to Detail on Lead form to show only Leads that have the same attribute GenPersonUniqueID
This is needed to filter Duplicated records by GenPersonUniqueID field