John
Thu Feb 24 23:41:35 CST 2005
the positive here is that users become more familiar with the data in the
crm system such as accounts. Because of that they are more likely to spot
times when someone else has already worked with one of their accounts.
Having the system do this would not tell they this information.
As always there are pro's and cons both ways
--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us
"Brand" <Brand@discussions.microsoft.com> wrote in message
news:DC64DB1F-D936-4015-9B5B-9DACA7BC2C60@microsoft.com...
>
> Cathy
>
> Thank you for your response. I'm glad you were able to turn lemons into
> lemonaid. Howwever, I'm not sure I understand, doesn't the system
checking
> for duplicates accomplish the same you are doing now only faster. What is
> the advantage to doing it manually.
>
> Thanks for your help again
>
> Brand
>
>
> "CRMCathy" wrote:
>
> > We found this particularly annoying, but have actually turned it into a
> > positive, by incorporating into the Business Process and Training
> > Notes, that users must check to see if an existing contact or account
> > exists, so that they may be able to leverage off existing relationships
> > someone else within their organisation already has.
> >
> > This actually makes good business sense, and has been well received.
> >
> > Brand wrote:
> > > Thank you for your help
> > >
> > > "John O'Donnell" wrote:
> > >
> > > > Microsoft CRM does not check for duplicates. You either need to put
> > a
> > > > business process in place ie everyone check before adding new
> > records or
> > > > implement or buy a custom solution
> > > >
> > > > --
> > > > John O'Donnell
> > > > Microsoft CRM MVP
> > > >
http://www.mscrmfaq.us
> > > >
> > > >
> > > > "Brand" <Brand@discussions.microsoft.com> wrote in message
> > > > news:C9808E87-37D7-447D-BB6F-505C62287676@microsoft.com...
> > > > > Can I have CRM automatically check for duplicate names when I
> > enter a new
> > > > > lead or contact
> > > >
> > > >
> > > >
> >
> >