How to Manage Duplicate Companies in Sage CRM?
The Problem
Are you seeing duplicate companies in Sage CRM appearing multiple times in your company search, but all entries open the same company record? Does your opportunity screen list the opportunities twice or more? Is your communication list with a company showing duplicate results? This article may help you resolve the issue. Sage CRM when integrated with Sage 100 can sometimes show duplicate companies, opportunities or communications if there is more than one person tied with the company. 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:
- vSearchListCompany
- vListCommunication
- 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 company search field.
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.
You Can Also Read: Sage CRM – Knowledge Base – Duplicate Communication
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