I’m finishing up tackling this. Most of our duplicates come from quote entry. Took forever to clean up as the duplicates had links to all kinds of places; wasn’t DMTable AFAIK. Things I put in place to avoid future duplicates:
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With a BPM, blank the ShipTo field on new Quote Contact. May not be for everyone.
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Added BPM that checks for duplicate emails, duplicate names, and name formatting issues.
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Added BPM to delete contacts from CustCnt and PerCon tables, when deleted from a quote (if the contact is not on any other quotes or orders). Attached as this should be built-in functionality IMO.
DeleteOrphanedCustomerContact.bpm (93.1 KB) -
Enabled Customer Contact Entry for relevant people. See this post: Updateable Dashboard - Customer Contact Entry - #10 by Nancy_Hoyt
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Customized Quote Entry Contacts page a little bit
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Sent out an email telling everyone how they can now edit contacts, and how the Partial Match dialog works. In our installation/version, on Quote Entry, OK uses an existing contact, Cancel creates a new contact…
Above is all for Quote contacts. One day I may implement something similar for Supplier Contacts.
