Hi guys,
I know that CRM 2011 has some "duplicate detection" features built in. But it looks like this only works for Contacts and Accounts. It lets you scan for duplicates on-demand, but furthermore it will warn you if you try to create a duplicate record, popping up a box saying "this record might be a duplicate."
We need the ability to extend this functionality to quotes and orders, specifically for the "Customer PO Number" field (a custom text field I created). To our salespeople, it's not an immediate red flag if a customer places another order with the same products as a previous order, since we do have regular/repeat customers who will order the same parts every so often.
What is a problem, though, is when they mistakenly submit the same order twice - as indicated by their purchase order number. We've had this happen twice in the past month, and didn't catch it until we were ready to actually fulfill the order and realized something seemed unusual.
It would save everybody a lot of time and effort if CRM could simply warn saying "this PO number is already associated with a different record", even possibly showing that record.
Is this something that can be done with some JavaScript on the form?
Being a database designer, my initial thought was to make the "Customer PO Number" field a KEY field, that way SQL Server itself will ensure there are no duplicate values. But this will probably cause issues in CRM, as it's not designed for that type of situation - I'm thinking strictly of a SQL sense where you're only inputting data through direct queries.
Any thoughts, ideas, or suggestions? Thanks in advance!
