ERPNext CRM Users: Collaborate/input on a way to check for Duplicate Leads/Prospects?

ERPNext
1

I have my own Frappe app that adds some features/functionality to the ERPNext CRM module (NOT the Frappe CRM app, I don’t use that).

I’d like to include functionality such that:

  1. when a Lead (possibly prospect, too) is created, the app will check for potential duplicates (based on the same company name, address, and potentially other data) and offer to “merge” them.

  2. the ability to manually check for duplicates with the click of a button.

Since I think this might be useful to others that use the ERPNext CRM, I’d like to publish it for others to use on Github. I’m also curious if any other ERPNext CRM users would like to contribute, either by committing code or just giving their input and thoughts on this to make it more useful.

1 Like
2

You can set Unique property to phone number field. This removes the possibility of Duplicate in Lead.

For Prospects, I think your work flow should be :
First Create Lead → Then Convert to Prospect rather than directly creating prospect.

3

It’s much more than just the need for unique phone numbers.

For instance, by default, ERPNext will let me create multiple Lead documents with the name John R. Doe and the “Acme Corporation.” when in reality those are likely duplicate Leads, and should either be merged, or the user encouraged to work from the existing John R. Doe lead.

This is the way most of the other mainstream CRMs (Salesforce) handle it.

4

There could be people with same name.

If thats an issue, you can write some simple script to handle that. Not a big deal.