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Former Member

Lead Association to account

Hi guys,

when trying to associate a lead to an existing account, the account search doesnt find the right account. What are the search conditions for finding relevant accounts?

br mike

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3 Answers

  • Best Answer
    Jun 23, 2017 at 12:44 AM

    Hello Michael,

    Usually in such cases the duplicate check scoping question was not selected correctly.

    Could you please try the following?

    Go to the Business Configuration work center.

    1. Select the Scoping question General Business Data -> Business Partners -> Handling of Business Partners
    2. Check the questions on duplicate check


    You could set it strong / medium / weak which would determine how the duplicate check is enforced. Be aware that this applies to all business partner creations e.g. duplicate check during account creations will also respond to these settings.

    cusersi843358desktopuntitled.png

    Best Regards

    Gabriel Brage

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    • Hello Michael,

      In case you change it to weak, is the system finding the "pjsc yuzhkabel works"?

      In case it is not, then we have an issue, otherwise I think this is just related on how the system perform the check. Because if we take a look, this account does have 17 letters, and only 9 of them are similar to the original result yuzhkabel, so system considered that this match is not relevant enough.

      Best Regard

      Gabriel Brage

  • Jun 14, 2017 at 01:45 PM

    Hello Michael,

    Could you provide us more details about the behavior? Some screenshots would help.

    Best Regards

    Gabriel Brage

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    Former Member
    Jun 16, 2017 at 07:27 AM

    Hi Gabriel,

    of course.
    When trying to associate the Account "Yuzhkabel" no similar account ist listed.

    But when we have a look in the account list in the account workcenter, we can find a very similar account:

    br mike

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