CRM: Enhancement to Duplicate Validation by Email

Previously, if multiple email addresses were specified for leads, contacts, or business accounts, the validation of records for duplicates by the Email field did not work properly.

In MYOB Acumatica 2024.1.1, modifications have been made to the Duplicate Validation (CR103000) form to resolve this issue. In the Transformation Rule drop-down list for the Email matching field, the Split Words option has been replaced with the Split Email Addresses option, as shown in the following screenshot.

Out of the box, the Split Email Addresses transformation rule treats only the semicolon symbol as a delimiter, because this symbol is typically used for separating one email address from another. This transformation rule is available only for the Email field.

When the Split Email Addresses transformation rule is applied, if the record that the system is validating has multiple email addresses specified and at least one email address from this list has a duplicate email address found in another record, the record is assigned the score specified in the Score Weight column for the Email field.

If the Domain Name transformation rule is selected for the Email field, the system displays a warning message next to the selected option saying that this transformation rule may cause inaccurate results of elimination of duplicate records if the most common email domains, such as gmail.com or outlook.com, are used in email addresses.