I have a Business Process that creates Leads based on incoming mails. The scenario that creates a problem is- Person- X recommends person- Y and sends a recommendation mail. Now receiving this Mail the BP creates a new Lead. Meanwhile person-Y sends a mail describing His needs, following which the BP gets triggered and creates a new Lead for this mail. Currently both the mail refers to Person-Y, and 2 leads are created for Person-Y. I need to avoid this duplicate Lead creation. I tried to use "Setup duplicate rules" option, but both mails have different names and email ID.
I am sure that adding a duplicate search rule is as simple as clicking on the "new" button. The thing is that this button is gone... Does anyone else know what the cause of this is?
The behavior you have described looks like you are using an old duplicate search mechanism on that website which doesn't allow you to create your own custom DS rules.
Please contact our support team at support@creatio.com so we could enable/provide you with instructions on how to enable the ElasticSearch duplicate search tool.
The behavior you have described looks like you are using an old duplicate search mechanism on that website which doesn't allow you to create your own custom DS rules.
Please contact our support team at support@creatio.com so we could enable/provide you with instructions on how to enable the ElasticSearch duplicate search tool.
What you mentioned is for inserting/updating object. Merging is quite different as it will also update all references to the merged object, and then remove duplicated object.
Unfortunately, there are no add-on's for automatic merging or records in Account section at the moment. Instead, you can file a request to our support for development consultation to create such functionality on your site.
