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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Two clients with ident...
Microsoft Dynamics CRM (Archived)

Two clients with identical

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Posted on by Rkorach

We have two records with the same name. They have different roles.  The more recent contact is the more active record.  However, when I type in the last name I can't even see that record nor can I tell that I am not seeing all the records with that last name. So if I didn't know we had two records I might mistakenly go to the record of the first and less relevant client.  How can we tell when doing a search by last name that there are more records.  If I type in first and last name both records come up.

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  • Suggested answer
    Rkorach Profile Picture
    Rkorach on at
    RE: Two clients with identical

    Thanks again

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Two clients with identical

    You are welcome:) Just mark the answer(whichever it was) somewhere in this thread so it starts showing up as answered:)

  • Rkorach Profile Picture
    Rkorach on at
    RE: Two clients with identical

    That's it. I  can't believe I missed the obvious.  Thank you for all your help.

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Two clients with identical

    There could be only two reasons for that:

    - You have something wrong with the last name (it does not match.. extra character.. or space somewhere..)

    - Or there is a condition in the "quick find view" which prevents that record from being displayed - did you check the filters there?

  • Rkorach Profile Picture
    Rkorach on at
    RE: Two clients with identical

    The second record does not appear among those 14.  And there is no indication that there are more than 14 records with the same last name.

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Two clients with identical

    Just to confirm.. that second record does not appear at all among those 14 or it does appear but not next to the other David M?

  • Rkorach Profile Picture
    Rkorach on at
    RE: Two clients with identical

    I am in the contacts area with the search at the top right hand.  We have at least 14 with the same last name.  I don't understand why the two David Ms are not appearing next to each other in the lookup results.

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Two clients with identical

    Are you trying to find that contact in the lookup control? Or are you in the contacts view? And how many contacts do you actually have with that last name?

  • Rkorach Profile Picture
    Rkorach on at
    RE: Two clients with identical

    I appreciate your response.  Both names show up if I enter first and last name.  However, it is going to be time consuming to search by first and last name every time we search.  

    In short it is David M (for privacy reasons I can't give names or send screen shots) and the list appears to be ascending by first name (we have a number of records with the same last name).  However the other David M doesn't appear on the Contact search by last name.  Is there a way to search and have first names in Alpha order?

  • Rkorach Profile Picture
    Rkorach on at
    RE: Two clients with identical

    I appreciate your response.  I tried this and found where I could sort the by Ascending but the name still doesn't show up.  

    In short it is David M (for privacy reasons I can't give names or send screen shots) and the list appears to be ascending by first name (we have a number of records with the same last name).  However the other David M doesn't appear on the Contact search by last name.

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