Is it possible to exclude contacts and active assignments from matching persons record list? — Cloud Customer Connect
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Is it possible to exclude contacts and active assignments from matching persons record list?

Summary:

We have enabled the duplicate check function in Core HR. Is there a way to potentially configure the list of potential matches / records that is being returned? specifically

  • Exclude contacts

There is a privacy concern where users (HR or Managers) can see a list of contacts, potential matches / records

  • Exclude those with an active assignment

Managers will be using the Add a Nonworker process, and currently, the client does not use multiple assignments. If a manager selects a potential match with an active assignment, this will flow down to downstream systems and cause issues

Content (please ensure you mask any confidential information):

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