10
When we create new customer in business central, at the time of new record, if Customer name and email is similar with other previous customers, then system will populate notification that record already exits.
I would be a little careful with implementing a function like this because i think it can be hard to really make it work in a good way for the users.
What f.example with customers having branch offices where only the address is different?
And be careful so you do not break any logic that might be used later for creating customers from other sources than manual input.
In the standard system there is a merge function that can be used to merge customers if you for some reason got a doublet.
In my experience it is better to create a page that can show go to from time to time that can show you potential doublets and then you can check if they actually are doublets or not.
I know many users wish for functions like this when they are new to a system, but then after a while they really don't see a need for it any more.
But Josh have given you a good approach if you really want to go ahead with it.
Is this a request for code to perform this? I’d think a codeunit with event subscribers to both fields OnAfterValidate is a good start. You can then create a subsequent procedure in the codeunit that creates a notification. Follow this guide: docs.microsoft.com/.../devenv-notifications-developing
This blog has same code relating to notifications: https://yzhums.com/4120/
#1
Sohail Ahmed
2,655
#2
Mansi Soni
1,574
#3
YUN ZHU
1,453
Super User 2025 Season 1
Share
Report
All responses (
Answers (
