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changes.mady.by.user Beth Dela Paz

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changes.mady.by.user Beth Dela Paz

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  1. On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
  2. On Entity search screen, click New button
  3. Enter details on Name, Contact, Location, Phone, Email, Address, Organization, and LOB
    Image Added
  4. Click Find Duplicates toolbar button
    1. Duplicate Entities screen will show, displaying a list of possible duplicate entities
      Image Added
  5. The user can opt to merge or continue to create the entity by clicking the Add button
  6. Complete the required fields and save
    Image Added

 

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title17.x
  1. On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
  2. On Entity search screen, click New button
    Image Modified
  3. Enter details

...

  1. on Name, Contact, Email, Zip/Postal, Country, Phone and Address
    Image Modified
  2. Click

...

  1.  Add toolbar button
    1. If there are existing entities that matches any of the fields entered, this message will pop upImage Modified

...

    1. Clicking OK

...

    1.  will display the Duplicate Entities screen with the entities matching the setup
      Image Modified
  2. If there

...

  1. are no

...

  1.  existing entities that matches the entry, Entity screen will open with the supplied information
    Image Modified

...

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title15.4 & 16.1
  1. On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
  2. On Entity search screen, click New button
  3. Enter details on Name, Contact, Email, Phone, Address, Zip/Postal
  4. Click Add toolbar button
    1. If there are existing entities that matches any of the fields entered, this message will pop up
    2. Clicking OK will display the Duplicate Entities screen with the entities matching the setup
  5. If there are no existing entities that matches the entry, Entity screen will open with the supplied information

...