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- You can move data from the duplicate records to the primary record using the << buttons. In this example, we have moved the First Name and Last Name from the duplicate record to the primary record. Once you have made the required changes on the merge screen, you can click Save Merge or Cancel.
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Jan 24, 2014 · To overcome this issue I’d like to customize the duplicate action and delete the po number in the newly created quote. Is that easily possible? Thanks Jan
- How to make 'save and duplicate'
For a particular module, you have to create custom...
- How to check duplicate record?
Duplicate Detector | SuiteCRM Module. Find Duplicates BEFORE...
- How to make 'save and duplicate'
Feb 23, 2018 · I know how to add new action menu button with custom code, but I can’t find out how and where to customize the common ‘duplicate’ function of the action menu of a module detailed view. For instance, I want to customize the prefilled value of the ‘valid until date’ of a quote when duplicating it from an existing one.
You can move data from the duplicate records to the primary record using the << buttons. In this example, we have moved the First Name and Last Name from the duplicate record to the primary record.
Sep 21, 2020 · The MTS Activity Stream add-on enables users to view a list of activities performed on records. By using this solution, users can see who has updated important information on a CRM record and avoid making duplicate actions.
Oct 18, 2022 · Hi, I’m new to Suite CRM and want to add a duplicate check for the fields to check in the database if the value exists. Can anyone help me on this task?
