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CRM 4 Custom Duplication Detection Plug-in needed

$750-1500 USD

Dalam Kemajuan
Disiarkan sekitar 13 tahun yang lalu

$750-1500 USD

Dibayar semasa penghantaran
We use CRM 4.0 and need a CRM plugin developed to detect duplicates in Contacts that are based on multiple telephone numbers. We use 5 phone number fields for each of our contacts (rarely are all 5 numbers actually filled in, but we do use each field for different contacts). Business phone Mobile phone Home Phone Shipping Phone Alternate Phone Scenarios for Contact onload() dupe detection: condition1: Parent Customer1=ParentCustomer1 (only detect dupes for contacts w/ the same Parent Customer) condition2: new_customerdispostion = Active OR Complete OR NULL Contact1/BusinessPhone = Contact2/HomePhone -> this is a duplicate. These are all duplicates: Contact1/MobilePhone = Contact3/ShippingPhone Contact1/HomePhone = Contact4/MoblePhone Contact1/ShippingPhone = Contact5/ShippingPhone Contact1/AlternatePhone = Contact6/HomePhone Contact1/Email1 = Contact6/Email1 In other words, I need to check each phone number field of each contact with every phone number of every other contact and also email dupes (without detecting blank values for either phone numbers or email addresses). The fields that need to be detected should be able to be defined in the config file for the plugin. If a dupe is detected, then the following conditions should be checked: If (new_customerdispostion = “Active”) OR (new_customerdispostion = “Complete”) – this is the master record, and the other records are the potential duplicates If there are multiple matches for new_customerdisposition, or new_customerdisposition=null on one or more records, then the master record is the Contact with the most recent ModifiedOnDate. If a dupe is detected, a simple UI would be presented to the user asking them what they would like to do. It would include the ability to chose which Contact is the master record (if that can't be identified programatically), and allow all other records to be merged into that record. That's it. Progress payments can be made as follows: 50% for delivery of proof of concept (no source, limit to specific parent customer if you want) 50% on final delivery of plug-in and source.
ID Projek: 1028602

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Hi, Microsoft Dynamice CRM Certified Team here. Please check PMB. Thanks
$1,000 USD dalam 7 hari
5.0 (1 ulasan)
3.9
3.9
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Hi, Please check PM. Thanks and Regards, Sumeet.
$750 USD dalam 7 hari
0.0 (0 ulasan)
0.0
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We can develop as per your requirement. u could check that out. we can work till your satisfaction. -- Please check our PMB
$955 USD dalam 16 hari
0.0 (0 ulasan)
2.8
2.8
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Hi, we are ETNA Software, a firm that focuses on custom web app and DB development. We offer broad expertise in CRM systems and low hourly rates. Please see the PM for more details. Thanks! -Paul
$1,000 USD dalam 10 hari
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Tentang klien

Bendera UNITED STATES
Santa Rosa, United States
5.0
1
Ahli sejak Sep 12, 2010

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