Duplicate Rules: Unable to Create No Contact Record

The Duplicate Rules are typically setup to prevent duplicate contacts from being created. Typically, clients will have this setup for their contact record.

In some instances the following concern can occur when there is a No Contact Record in use. Specifically when you are sending an email to a contact that does not exist and using the No Contact Record during contract creation you may see an error like “Duplicate contact cannot be created”. A simple fix is to delete the existing No Contact record, however in the case this is not preferred. You can set up a Duplicate Rule for the No Contact Record to be ignored.

Instructions

Follow these instructions to create a Duplicate Rule for the No Contact Record to be ignored during contact creation:

1. Go to Setup
2. Then, Duplicate Rules
3. Select Duplicate Rules for Contact records.
4. You can create a condition like: Lastname | not equal to | No Contact Record