CRM Duplicate Detection settings and Customizing help neded
Posted on 2009-03-31
Fellow CRM 4 Experts. Im going to try to expalin what Im trying to do and why as clearly as I can. Recently one of our users did something and CRM ended up getting duplicates and the duplication detection didnt stop it. Im not sure why or what happened. I know his cell phone had syncing issues as did his outlook but thats besides the point right now. My boss is all up in arms about the duplicates right now as he wants to do an emial campain. Ok..i told him we needed to deactivate or delete the duplicates by hand that there is no way for the system to clean it up. Thats all fine..but what I need to do is make the duplications settings not allow anything to be entered if it detects a duplicate. I also need to disable the override button for all users but say the administrators. Thay way they cant change it. Earlier we had a problem of a user taking another users contats and assigning himself the ownership of the contact. So I went in and locked everyone down from changing anything. That doesnt always work so I need to also make it so users cant change the ownership only of a contact or activity but can change everything else. Can this be done? I hope so. Im so new to CRM and honestly I dont like it very much..but I guess that goes to say people dont like unfamiluar things ever so....hopefully I will learn it and learn it fast.
Thanks for all the help