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Duplicate Detector results in Unified Interface

  • 1.  Duplicate Detector results in Unified Interface

    TOP CONTRIBUTOR
    Posted 6 days ago

    Good morning!

    I believe we've stumbled on a bug with the Duplicate Detector results as we are trying to understand the new presentation of the list of potential duplicates in the unified interface.

    I have a model driven app built for a team. We have some Dup Detect rules set up to run when accounts are added to the system. If there's a hit on an existing record that's a potential match, the dialog window displays. With the unified interface, we are only seeing the potential duplicates. In the classic interface we used to see both the current record and the duplicate. I actually like that. My challenge is that we used to have a lot more data points (including our unique identifier field) that would show in the view used to display potential duplicates. In the unified interface, the 8 fields that are displayed don't give us any good information to go on.

    If you click to look at the potential duplicate, you lose all your data entered for the new account. If you right click on the hyperlink to the account that's listed and choose open in new window, it actually takes you to a listing of the new account you're creating that hasn't been saved (hence the likely bug). It doesn't take you to the record that's listed! And because our unique identifier isn't there, we have no good way to pull up the potential duplicate without losing what we've entered.

    So my questions...
    1) Is there a way for us to control which view is used for the Duplicate Detector results? It is currently not using any view I have access to. I tried to identify which view was being used by looking at the dependencies for one of the unusual fields included. That field is not in any views (that I have access to, at least)!

    2) Is anyone else finding that it doesn't take you to the listed account when you right click on the hyperlink and choose Open in new window?

    I truly appreciate any info/advice!

    ------------------------------
    Julie Reynolds
    Enterprise Information Steward II
    Brotherhood Mutual Insurance
    Fort Wayne IN
    ------------------------------


  • 2.  RE: Duplicate Detector results in Unified Interface

    Posted 3 days ago

    Hi Julie,
    We are due to go live with the unified interface in September and have a small base of existing users on 2013 - all of us have noticed the issues you are flagging on Duplicate Detection and cannot work out how to get back to the original Contact you are trying to create when working out if it's a duplicate.  I'm very interested to see what response you get and in the meantime I've asked our suppliers to provide a lesson on:
    - what the system can and can't do in terms of duplicate detection
    - what rules is the system applying around duplication detection
    - how to navigate to check contact details and not lose the contact you are trying to create if CRM does detect a duplicate.

    Will let you know what we get back in terms of advice but you have at least validated my concerns around duplicate detection not being intuitive on the unified interface, so thank you.  My worry is users will simply ignore and save if it's too cumbersome.
    Good luck and hope you get some advice



    ------------------------------
    Sophie Marsh
    Campden BRI
    Chipping Campden
    ------------------------------



  • 3.  RE: Duplicate Detector results in Unified Interface

    GOLD CONTRIBUTOR
    Posted 3 days ago
    Hi Julie,

    The columns shown in this window at least used to be taken from the Quick Find view, plus any columns used in your duplicate detection rules. So if your unique identifier column is used in a dedupe rule it should be shown automatically, unless Microsoft have changed that logic recently.

    We've seen some other issues with this dialog in Unified Interface (see http://mbeard.co.uk/2019/03/19/duplicates-detected-but-where/ for another example where the dialog would appear completely blank)

    We also have our own ISV solution to these and various other shortcomings in this area, please let me know if you'd like any details.

    Thanks,

    ------------------------------
    Mark Carrington
    Chief Technologist
    Data8
    Chester
    ------------------------------



  • 4.  RE: Duplicate Detector results in Unified Interface

    TOP CONTRIBUTOR
    Posted 3 days ago
    Thanks for your confirmation that we're not crazy @Sophie Marsh! I think we will submit a ticket and see what we can find out. I did dig a little deeper based upon what @Mark Carrington indicated. I compared the classic dup detect view with the new. It looks like it's only the fields used in the rules now, in addition to the Modified On field.

    I have not seen the Dup Detector dialog be blank yet in the Unified Interface, but we did experience that at times in the classic interface. The link Mark posted contains an interesting explanation for that happening and how to possibly prevent it.

    Again, thanks to both of you for your input!
    ​​​​​​

    ------------------------------
    Julie Reynolds
    Enterprise Information Steward II
    Brotherhood Mutual Insurance
    Fort Wayne IN
    ------------------------------



  • 5.  RE: Duplicate Detector results in Unified Interface

    TOP CONTRIBUTOR
    Posted 3 days ago
    @Sophie Marsh Good news! I got a pretty quick response from Microsoft to my ticket. Apparently, the right click menu on the hyperlink is not supported in the unified interface. However, you can Ctrl+Click on the hyperlink of the potential duplicate and it will open that record on a new tab. I have tested this and it works. It did not take my focus to the new tab, but it did open!
     ​

    ------------------------------
    Julie Reynolds
    Enterprise Information Steward II
    Brotherhood Mutual Insurance
    Fort Wayne IN
    ------------------------------



  • 6.  RE: Duplicate Detector results in Unified Interface

    Posted 2 days ago
    Edited by Mark Cooper 2 days ago
    Hi Julie,

    Good to hear you are now finding a solution to your issue, albeit perhaps not an obvious one?
    In our experience the inherent duplicate detection process is a conflict of user productivity in that the user is required to enter all of the detail for the new record before attempting a save and then being told "wait, this is potentially a duplicate!".

    We as an ISV have worked extensively in this area to streamline the data entry operation to enhance the duplicate detection (and duplicate prevention) process.
    Much so that our solution will warn users from the outset if their data entry intentions are likely to cause duplicate data conflict - thus saving them a great deal of time, energy and patience!

    Furthermore this solution is also present upon existing records (e.g. Accounts, Contacts, Leads) and will proactively show duplicate conflicts with the items you are working on - essentially ensuring your users have complete vision of the truth and not deluded that said record is the one and only master!?
    ...oh and yes we are also fully compatible within the new Unified Interface so you wont need to navigate away or loose your data :)

    If this might be of interest to you then please reach out to us, we would love to show you more about Paribus
    (www.ParibusCloud.com)

    With thanks,

    ------------------------------
    Mark Cooper
    CTO and Director of Product Engineering
    QGate Software Limited
    Fareham
    ------------------------------


  • 7.  RE: Duplicate Detector results in Unified Interface

    Posted 2 days ago
    Hi Julie,
    Thanks for the tip, am going to try Ctrl+Click on the hyperlink
    Sophie

    ------------------------------
    Sophie Marsh
    Campden BRI
    Chipping Campden
    ------------------------------



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