function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
WikWik 

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.

MissedCallMissedCall
Hello there,

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!
WikWik
Thank You for the reply.

May you suggest some links or pieces of code which i can refer to.

Thank You
MissedCallMissedCall
go ahead and install this unmanaged package "Search first before create (https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001qHWIEA2" target="_blank)" into your dev box, go through the code to get an idea to implement it. You can even extend this package further by adding code to it.

Good Luck!