Duplicate Record(s) Found

The Duplicate Record(s) Found view appears when you are recording an e-mail message from Outlook to Infor CRM history, and more than one contact or lead has the same e-mail address. The Duplicate Record(s) Found view shows the name, account or company name and e-mail address.

To determine which records will have an associated history item

1. On the Duplicate Record(s) Found view, select which records to attach the history to. If more information is needed to determine the correct contact or lead, click Contact/Lead Details….

1. View the contact or lead detail view with additional information.
2. Click Close when finished.

2. Select the check box of any records that you want to create a history record for and click OK.

The e-mail message will appear as a history item for the selected record.

To prevent being prompted for duplicate records in the future

• Select Do not prompt me to choose between duplicates. In the future you will not be prompted to select a record and the e-mail message history item will be automatically saved to the record with the most history items.

Related Topics

Using Outlook Integration

Recording an E-mail Message to History