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Duplicate Detection For Business Units

Posted on by Microsoft Employee

Hello,

Is it possible to run duplicate detection rules for contacts, but only have it apply to contacts within a certain business unit?  I do not want to allow contacts within the same business unit to have identical email addresses.

If this cannot be achieved via duplicate detection rules, is it possible to achieve this via a workflow that updates a checkbox/field upon creation of a contact within a business unit with the same email address? 

Thank you.

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Duplicate Detection For Business Units

    Hi KD117,

    Please set Duplicate Detection Rule Criteria to "Email Exact Match" and "Owing Business Unit Match".

    47848.1.JPG

    Hope this helps.

    Best Regards,

    Lu Hao

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Duplicate Detection For Business Units

    Hi,

    One possible option could be to have a plugin on contact create and check if there is already contact exists in the same BU with same email address and update your field.

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