Hello AC! Here are some feature requests for you, provided by your customer XLZ.
Problem description
Since in our workflow most of our Accounts are created on-demand, we have a physical barrier that impedes us from coming with a “solution” for the problem of duplicated accounts, that affects us. Considering too, that our users can collect names from leads from all around the web, and HTML DOM white-space sanitization management is not a default for the majority of sites.
What causes all of our duplicated Accounts use-cases, are multiple accounts created for the same lead with the same name, being not unique only by leading and trailing white-spaces on the duplicates names.
Example
- First created account: ”sample lead name”
- Second duplicate account: “sample lead name ”
- Third duplicate account: “ sample lead name”
Requested features
Sanitization of Accounts’ names
When an account is created using the CRM directly, if the given name has leading and/or trailing white-spaces they should be cleaned, and the created Account should have the “sanitized name”.
For instance, a form request with the name: “sample name “ should be saved as “sample name”, without the original trailing white-space.
Improvement of Account search/lookup by name
With the above implementation, the Account search/lookup using the CRM should sanitize given leading and/or trailing white-spaces, when running the query.
This would too improve the “validation for an existing account”, even if the string given for the query already has white-spaces, since no “error” or “exception” would be returned to the end-user, when trying to create an account with the same name.
Limitations
I have idea of how impacting an implementation like this is, since no “uniqueness” would exist anymore for accounts in the same state of how I described before, but regardless, this would impact us immensely, and really help us improve consistency with our integrations.