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Wik
Trigger Help
Hi,
While creating a Duplicate Contact (may be same name) is it possible to show the already existing Contact (of the same name) and then give the option to the end user whether to proceed with creating the same contact again or instead guid them to creating a Contact role?
This sounds very confusing though.
Any help is greatly appreciated.
Create a new visualforce page to search (form) on contacts, override the new contact standard button with your custom visualforce page. When users click new contact button, will be re-directed to your visualforce contact search page. Now users can type in the name to check if contact is already existing, if existing you can display the list of contacts that matches the search criteria and give users more options like update contact or add a contact role etc.,. If the contact does not exist then, you could enable a create button on the visualforce page, when clicked will pre-populate the search information in the contact creation screen.
You would need to create visualforce page, controller for this approach. Trigger is not required.
Good Luck!
May you suggest some links or pieces of code which i can refer to.
Thank You
Good Luck!