pterrell
Posts: 2
|
| Posted: 11/19/2006, 6:49 PM |
|
As the one-man IT support for a small company, I find and learn the simpliest tools that do a task and then go on to the next. A couple of years ago I explored CCS to create some web-based tracking tools, but ended up using a simplier program as I was overwhelmed by CCS flexibility. Now I need to know if I can use that flexibilty to extend the tracking tools.
Can I use CCS to create web pages that show duplicate records in the database and allow the user to merge the records together?
If so, please point to examples, tutorials, and other helpful references.
My need: I've got a simple lead tracking tool. When a new set of leads is imported, I'd like for the duplicate leads to be identified, such as through duplicate phone numbers. The data from new records then needs to be merged with the old records and the new records dropped.
|
 |
 |
awnconsulting
Posts: 29
|
| Posted: 11/19/2006, 11:34 PM |
|
Not sure if you are familiar enough to alter your current apps SQL queries but if so, you can use a SQL function called Distinct to show only one of multiple records.
_________________
awnStudio Collective
http://www.awnstudio.com |
|
|
|
pterrell
Posts: 2
|
| Posted: 11/20/2006, 12:05 AM |
|
Thanks for the tip, but hiding duplicate records is not what I need to do. I need to merge the duplicates instead.
The application is for tracking leads for the sales team. An outside telemarketing company passes calls to the inside sales agents. The sales agent creates a record for that lead with his data on the lead. The next day, the telemarketer sends a report of all the calls with their data on the clients. I'd like to merge the data into one record per lead.
|
|
|
|
awnconsulting
Posts: 29
|
| Posted: 11/20/2006, 12:25 AM |
|
The short answer to your question is yes, it does require a bit a programming knowledge though.
_________________
awnStudio Collective
http://www.awnstudio.com |
|
|
|
|
