When I try to create a contact from an account (clicking on contact view in
left pane when viewing an account profile).

It populates the new contact profile with the address, phone #, etc. from
the account which is great.

But when I enter the first and last name of the contact and save, I get an
error "duplicate record - A record with these values already exists. A
duplicate record cannot be created. Select one or more unique values and try
again."

Any ideas?

Hi,

Do you knwo if you have the c360 addon or custom code to check for
duplicates in your system? It telling you the contact that you are
trying to add is already in the CRM system. It might be belong to
another ower. that's why you getting this error.

Darren Liu
Crowe Chizek and Company
http://www.crowecrm.com

On 3ÔÂ22ÈÕ, ÏÂÎç1ʱ09·Ö, kwhite <whi...@discussions..microsoft.com> wrote:

Actually I know the contacts that I have been trying to add do not exists.
We have just started our implementation, and we don't have a whole lot of
contact records yet. I've done several tests, and it doesn't matter what I
enter, whenever I try to save I get the "duplicate record" error.

"Darren Liu" wrote:

I was able to resolve the problem ..

The problem was related to attribute mappings between entities.

Under the Acct entity - under relationships. There was a mapping between
address1id and address2id. I tried removing, and now I can add contacts from
accounts.


"kwhite" wrote: