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CRM 4 Custom Duplication Detection Plug-in needed

We use CRM 4.0 and need a CRM plugin developed to detect duplicates in Contacts that are based on multiple telephone numbers.

We use 5 phone number fields for each of our contacts (rarely are all 5 numbers actually filled in, but we do use each field for different contacts).

Business phone

Mobile phone

Home Phone

Shipping Phone

Alternate Phone

Scenarios for Contact onload() dupe detection:

condition1: Parent Customer1=ParentCustomer1 (only detect dupes for contacts w/ the same Parent Customer)

condition2: new_customerdispostion = Active OR Complete OR NULL

Contact1/BusinessPhone = Contact2/HomePhone -> this is a duplicate. These are all duplicates:

Contact1/MobilePhone = Contact3/ShippingPhone

Contact1/HomePhone = Contact4/MoblePhone

Contact1/ShippingPhone = Contact5/ShippingPhone

Contact1/AlternatePhone = Contact6/HomePhone

Contact1/Email1 = Contact6/Email1

In other words, I need to check each phone number field of each contact with every phone number of every other contact and also email dupes (without detecting blank values for either phone numbers or email addresses). The fields that need to be detected should be able to be defined in the config file for the plugin.

If a dupe is detected, then the following conditions should be checked:

If (new_customerdispostion = “Active”) OR (new_customerdispostion = “Complete”) – this is the master record, and the other records are the potential duplicates

If there are multiple matches for new_customerdisposition, or new_customerdisposition=null on one or more records, then the master record is the Contact with the most recent ModifiedOnDate.

If a dupe is detected, a simple UI would be presented to the user asking them what they would like to do. It would include the ability to chose which Contact is the master record (if that can't be identified programatically), and allow all other records to be merged into that record.

That's it.

Progress payments can be made as follows:

50% for delivery of proof of concept (no source, limit to specific parent customer if you want)

50% on final delivery of plug-in and source.

Compétences : CRM

Voir plus : crm duplicate detection plugin, crm duplicate detection conditions, duplicate detection plugin crm, home delivery concept, home delivery business, active ui, crm potential duplicate records null, crm plugin, shipping plugin, null, mobile crm, detection, custom field, Custom CRM, crm mobile, email potential customer, phone detection, check parent, blank fields, mobile phone concept, different custom, contact limit mobile, merged, field crm, user progress plugin

Concernant l'employeur :
( 1 commentaire ) Santa Rosa, United States

N° du projet : #1028602

5 freelance ont fait une offre moyenne de 921 $ pour ce travail

thecrmsolutions

Hi, Microsoft Dynamice CRM Certified Team here. Please check PMB. Thanks

1000 $ USD en 7 jours
(1 Commentaire)
3.9
sumeet00

Hi, Please check PM. Thanks and Regards, Sumeet.

750 $ USD en 7 jours
(0 Commentaires)
0.0
mtccrm1

MTC is a Microsoft Partner headquartered in California. We have our own facility in India with our own managed employees of Certified Microsoft CRM engineers. We happen to be close to MSID and happen to have outsource Plus

900 $ USD en 5 jours
(0 Commentaires)
0.0
techwelfare

We can develop as per your requirement. u could check that out. we can work till your satisfaction. -- Please check our PMB

955 $ USD en 16 jours
(0 Commentaires)
2.8
ETNASoftware

Hi, we are ETNA Software, a firm that focuses on custom web app and DB development. We offer broad expertise in CRM systems and low hourly rates. Please see the PM for more details. Thanks! -Paul

1000 $ USD en 10 jours
(0 Commentaires)
0.0