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Thread: Why does Contact Search for Duplicates suck?

David Lumm
Posts: 87

Why does Contact Search for Duplicates suck? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 23 Jun 10 6:18 AM

Hi Folks

So our customer has decided that in an attempt to prevent numerous duplicates they would enforce searching before allowing the users to insert Accounts/Contacts. Fine, that works well.

Only 1 small problem, they also asked that we select the OR by default and we're now constantly maxing out the results (currently the max is set to 2000). AND will only bring back exact matches, so doesn't really do what they're looking for.

Here are some questions for you:
1. How high can the max results be before it will bring down the server(s)? Bearing in mind that we're looking at roughly 300 users logged on at a time.
2. Are you aware of any decent rewrites to this functionality?
3. Why doesn't the match search do what it should? (OK, so you may not be able to answer that one)

FYI. We're on SP3 if that makes any difference whatsoever.

[Reply][Quote]

Jason Daraz
Posts: 12

Re: Why does Contact Search for Duplicates suck? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 24 Jun 10 5:18 AM

Hi David,

Don't know if this will help, but I did play around with duplication checking a bit on the Insert Account screen. Here's a link to what I did:

http://slxscript.com/post/2010/04/17/SalesLogix-75-Web-Duplication-checking-without-the-Postback.aspx

It uses sdata to run the duplication check so only returns 100 results at a time. In the post I only run the check against the Account name. But you should be able to pass in your own query and data to run the check.

Cheers J.

[Reply][Quote]

David Lumm
Posts: 87

Re: Why does Contact Search for Duplicates suck? Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 01 Jul 10 6:24 AM

Hi Jason

Thanks for your reply. Came across your solution as I was looking but decided that at the moment it probably wasn't complex enough for what we needed.

Our customer is more interested in matching at Account level than Contact, though, so what we've done is modify the filters to separate Accounts and Contacts out. At first load of the Match dialog we're automatically selecting the default filters (being Account Name, Account Phone Number and Account Post Code). We've also turned off fuzzy matching by default. That has helped it behave much better, at least for the first search.

We're also looking at potentially moving the speedsearch server off the webserver, so that we can set the limits higher without the threat of it impacting the webserver.

David

[Reply][Quote]

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