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Jane Liu
Standard account matching rule not fired on Account Name + Billing Street + ZIP
Standard account matching rule is activated. A duplicate rule is created and activated using the standard matching rule, alert and report on insert and edit. However, the duplicate alert is not fired as supposed to.
Account Name + City fire no problem. But none of Account Name + ZIP, Account Name + Phone + ZIP, Account Name + Billing Address + ZIP fired which it should fire according the document:
(Account Name AND Billing Street)
OR (Account Name AND City)
OR (Account Name AND ZIP)
OR (Account Name AND Phone)
OR (Website AND Phone)
OR (Website AND Billing Street)
Account Name + City fire no problem. But none of Account Name + ZIP, Account Name + Phone + ZIP, Account Name + Billing Address + ZIP fired which it should fire according the document:
(Account Name AND Billing Street)
OR (Account Name AND City)
OR (Account Name AND ZIP)
OR (Account Name AND Phone)
OR (Website AND Phone)
OR (Website AND Billing Street)
Gimra Malapas 4
any updates on this? i also noticed Account name AND Billing Street does NOT work as a duplicate/matching rule..
Jane Liu
No update. Still puzzled.
Ross Parks
I am having this issue as well, wondering if it is because I changed the name of "Account" to "Organization" but I am not having luck with city as well so maybe a diffrent issue.