Hi,

Somehow I think to have seen a blog/item about reports to display possible
duplicate accounts in CRM 3.0. I just can't find it anymore.
Does anybody have any information on this? Or did I recollect wrong?

I do NOT need commercial offerings to have reports build or urls to
commercial add-ons.

Thanx for any info.

Bertil

Bertil,

In CRM 3.0 you know there is no duplicate detection, the required thing you
can achieve easily in CRM 4.

But here is solution to achieve this in CRM 3 as well.

You can write SRS report and AccountBase table to check the duplicate either
title or name in your function / logic.

Hopefull it will help.
--
Regards,
Imran
MS CRM Certified Professional


http://microsoftcrm3.blogspot.com

Chat with me on MSN / Gmail / Skype : ID Is :.. mscrmexpert@gmail.com



"Bertil" wrote:

That's a really tall order, but I'd recommend using SOUNDEX() on things like
names, E-mails, etc. because you get a standard VarChar you can group and
join on. Here's a very crude example you can run on the FilteredContacts
view, which will get a good amount of duplicate Contacts, but also a lot of
non-duplicates.

SELECT
COUNT(SOUNDEX(LEFT(FirstName,5))) As FirstNameCount, SoundEx(FirstName) As
SoundExNum, FirstName
INTO
#FirstNames
FROM
FilteredContact
GROUP BY FirstName


SELECT
LastName, FirstName, SOUNDEX(LEFT(FirstName,5)) As SoundExNum
INTO #Contacts
FROM
FilteredContact

SELECT c.FirstName, c.LastName, SOUNDEX(LastName) As SoundExLast

INTO #CompareTable

FROM #FirstNames f
INNER JOIN
#Contacts c
ON
f.SoundExNum = c.SoundExNum
WHERE f.FirstNameCount >= 2

SELECT
COUNT(SoundExLast) As SoundExLastCount, LastName
INTO
#LastName
FROM #CompareTable
GROUP BY LastName

SELECT f.FirstName, f.LastName, f.ParentCustomerIdName, f.ContactId
FROM
#LastName l
LEFT JOIN
FilteredContact f
ON
l.LastName = f.LastName
WHERE SoundExLastCount >= 2
ORDER BY LastName

DROP TABLE #Contacts
DROP TABLE #FirstNames
DROP TABLE #CompareTable
DROP TABLE #LastName


--MD



"Bertil" wrote: