Hi, Short of using Merge and De-Duplicate or running a report regularly, I am wanting the ability to be able to see if there is an existing contact record held within the CRM if the Phone number is represented elsewhere in another record within the same module. for example the number 123456789 is used by 2 different email addresses.
Im looking for something that would upon a record creation it checks against the contacts module and finds the additional contact ID and adds it to the lookup, thus when looking at a record we can see that it is a duplicate entry?
Any thoughts?