Hi pros,
Is it posible to start duplicate check as soon as field "Telephone number" is filled in Individual client and Contact Quick Create forms?
Our customer would like to use telephone number as a deciding factor in duplicate check before client creation. To be precise they devide telephone numbers into two categories: category A (only 1 customer can excist with such number) and category B (multiple customers can excist with such number). Category devision is basedd on first 3 digits of a telephone number.
So it is basically two big questions:
1. How to start a check right after filling in a field in Quick Create form? Like the one happening when you change "start date and time" in Apointment Quick Create form and "end date and time" adjust automatically.
2. How to realise such a check in an action if technically no object exists at the moment? (Since "Save" is not pressed on Quick Create form)
Best regards,
Nadezhda Rukavishnikova