Prevent duplicate records by checking multiple adress fields.

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Posted on by leonvb

Hello,

In the environment i'm working on we have three different email fields. Emailadress1, Emailadress2, Emailadress3. What we would like to achieve is contacts to submit their mailadress on a form with emailadress1 but for the system to check in all 3 of the fields if this adress already exists in one of these. If for example the submitted mailadress already exists in emailadress3 we dont want the system to create a new record. When this happens and emailadress1 is empty it can fill in mailadress1 with the submitted mailadress then 1 and 3 would be the same. But thats OK. But if 1 is not empty it should do just nothing but capture the submission. Not create a new record. Does anyone know how to do this? I thought with duplication detection rules. But someone submits with emailadress1.

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Petr Jantac on at

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RE: Prevent duplicate records by checking multiple adress fields.

Hello,

It is possible to create a custom matching strategy. learn.microsoft.com/.../mkt-settings-matching

Unfortunately, the matching strategy doesn't allow complex conditions. All attributes used in matching strategy must match.

There is an open idea to improve the matching strategy: Microsoft Idea (dynamics.com) Please feel free to vote for this.

Thank you.

Petr