Duplicate Opportunities in Sage CRM – Knowledge Base Guide

The Problem

Experiencing repeated entries on your opportunity screen? Here’s how to fix Duplicate Opportunities in Sage CRM and keep your data clean.

Does your opportunity screen list the same opportunities twice or more? This article may help you resolve the issue. The issue happens only in certain circumstances when the data in the CRMPhoneEmailData table is duplicated or incorrectly synched with Sage 100.

 

The Solution

The solution to this problem is cannot be fixed from the user interface or GUI of the system. The issue is the underlying data and the views that are written in CRM. When running a search for company, opportunity or communication, CRM uses the below listed views:

 

• vListOpportunity

 

This view is responsible for gathering data from the company table and combine it with phone and email data for contacts associated with the company. Due to the underlying issue with duplication of data in phone and email table, the result includes duplicates which are then displayed in the opportunity screen.

 

Now, can you fix the CRMPhoneEmailData duplicates? Yes, Sage has provided a script to clean up this data but the issue reoccurs as the problem is with how the search operates. We have changed the underlying views using our own views that eliminate these duplicates during the search process that does not rely on ongoing cleanup of the phone and email data. This results in a permanent solution to the problem until you upgrade your CRM.

 

If you are looking for this fix, please reach out us at (+1)872-895-7800 or support@myerppartner.com and we can share it with you.

 

My ERP Partner. is a vendor agnostic ERP consulting company assisting clients get the best returns from their ERP investment. We support multiple mid-market ERP platforms with services ranging from selection, implementation and post implementation support and enhancements. Talk to us today by calling us at 872-895-7800 or emailing us at support@myerppartner.com.