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CRMsimpleCRMsimple 

Find Duplicate Opportunities - Button

Here's a custom button formula created on the opportunity object that will allow you to find duplicate opportunities from an individual opportunity record:

 

 

/search/SearchResults?searchType=2&str={!
Opportunity.Name}*&search=Search&sen=006

Here's a similar one that allows you to look for opportunities from an individual Lead record. This one was created on the Lead object:

 

 

/search/SearchResults?searchType=2&str={!
Lead.Company}*&search=Search&sen=006
Description

 

Not sure how many of you out there have or will ever have this requirement but I did and this is a good solution.

 

Best-

 

Jeremy

 

 

 

 

eBiz03eBiz03

Jeremy,

 

This is great, thanks for posting. I stumbled across this when I was looking for help with a Find Duplicates button on the contact object. I've modified it slightly to search for matching email, but would like to be able to include OR matching phone.

 

Any suggestions on including that statement?