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Enabling the Persons and Companies Sample Duplicate Object

Follow these steps to turn on the sample duplicate check object for the Persons and/or Companies entity:

  1. Open the Entities record for Persons or Companies and click the Plug-Ins tab.

    Entities Record
  2. Click the New icon in the sub-type toolbar to open a new Plug-Ins record.
  3. Select Duplicate Check from the Plug In Type drop-down menu.
  4. 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.
       
  5. 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.
       
  6. 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.

      Plug-Ins Record
  7. Click OK to save and close the Plug-Ins record.
  8. Save and close the Entities record.
  9. Close and reopen Aptify.
  10. Test the duplicate check object by attempting to save a new Persons or Companies record that has the same name as an existing record.

    Duplicate Check Message

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