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Contact Management, best practices for importing data?  Identify duplicate then add record to...

Question asked by pinchvalve on Jun 18, 2015
Latest reply on Jun 23, 2015 by pinchvalve

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Contact Management, best practices for importing data?  Identify duplicate then add record to related table?

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Does anyone have a way to manage leads with FileMaker?  The problem I am facing is that if I have a list of names that I want to import into my Leads database, I need to avoid duplicates during the import.  Easy enough.  But I also need to mark each duplicate record, so that I know that they generated a new opportunity.  I can't simply update a field because that erases the old data.  I need to add a new record to a related table.  

Or perhaps I can generate a report of all duplicates after the import?  Then I could process those manually. 

I am open to any other ideas.  

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