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We allow portal users to create additional portal contacts for their colleagues via a portal form. Currently, portal contacts are then created from scratch, regardless of whether a CRM contact already exists with the same e-mail address or not. This creates many duplicate contacts in the CRM, what we want to avoid.
Is it possible to use a setting or workflow to check whether the contact or e-mail address already exists before creating a new portal contact? And if the address already exists, the existing contact is used and no new contact is created?
Thank you in advance for your help.
This requirement doesn't have anything portal specifc i.e. this needs to be implemented in CRM. You can create a plugin and trigger it on create of contact entity which checks if there is already a contact with this email address or not. If there is a contact then throw duplicate error. With this, you can avoid duplicates but this will not replace the contact which is about to create.
Similar to the above, you can also add an alternate key on the email address which will restrict the duplicate contact on the server level. With this, you don't hae to do anything at your end, CRM itself will ensure that no duplicate contacts are created with the same email address.
Hope this helps.
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