Existing contacts not appearing when clicking lead convert when using a custom match rule on Phone field.
Trailblazer Community

Known Issues · Fixed

Existing contacts not appearing when clicking lead convert when using a custom match rule on Phone field.

Last updated 2019-09-07 ·Reference W-6241431 ·Reported By 3 users

Fixed - Winter '20

Summary
Existing contacts not appearing as duplicates/existing contacts when clicking lead convert when using a custom match rule on Phone field.

Repro
- Create a custom match rule using Phone field
- Create a duplicate rule using the preiously created match rule.
- Create a contact populating the fields which are used in the match rule.
- Create a lead with the same values used in contact
- Click convert
- Observe, the existing contact doesn't appear in the as an existing contact.

Workaround
Use standard match rules
OR
Don't use phone field in match rules

Reported By (3)

Snow Nguyen Samantha Whitmore Samuel Jay

Is it Fixed?

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