Hello,
We need to create parties and on the creation process we need to first
take
certain fields, and search the database to make sure the contact or company
doesn't already exist. The user should be presented with the list of
potential matches, which can then be selected or the user can continue with
new input.
This automated search capability will be integrated into the creation
process of various objects to avoid data duplication.
For "Person" we need to check:
SOUNDEX(First Name), SOUNDEX(Last Name), EXACT(Telecom Number),
EXACT(Email)
For "Company" we need to check:
SOUNDEX(Company Name), EXACT(ZIP), EXACT(PHONE)
Has anyone worked on anything similar to this? Any directions would be
appreciated.
Thanks in advance.
Amit Shinde
