Enabling the Persons and Companies Sample Duplicate Object
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Jan 30, 2018
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Follow these steps to turn on the sample duplicate check object for the Persons and/or Companies entity:
- Open the Entities record for Persons or Companies and click the Plug-Ins tab.
- Click the New icon in the sub-type toolbar to open a new Plug-Ins record.
- Select Duplicate Check from the Plug In Type drop-down menu.
- Enter the Object Repository location for the sample duplicate check object in the Object field.
- For the Persons duplicate check object, enter CRM.AptifyPersonDupeCheck.
- For the Companies duplicate check object, enter CRM.AptifyCompanyDupeCheck.
- Enter the object's Assembly Name in the field provided.
- For the Persons duplicate check object, enter AptifyPersonDupeCheck.
- For the Companies duplicate check object, enter AptifyCompanyDupeCheck.
- Enter the applicable Class Name in the field provided.
- For the Persons duplicate check object, enter Aptify.Applications.CRM.PersonDupeCheck.
- For the Companies duplicate check object, enter Aptify.Applications.CRM.CompanyDupeCheck.
- Click OK to save and close the Plug-Ins record.
- Save and close the Entities record.
- Close and reopen Aptify.
- Test the duplicate check object by attempting to save a new Persons or Companies record that has the same name as an existing record.
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