The Duplicate Entities screen shows the existing entities that has matching setup with the new record the user is trying to add. This is to avoid adding the same entity to a different entity type.
- On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
- On Entity search screen, click New button
- Enter details on Name, Contact, Email, Phone, Address,
- Click Find Duplicates toolbar button
- Duplicate Entities will be displayed containing the matching existing records that has the same data with new record
Note: Results are not Location and Zip Code specific
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Note: If Address and Zip/Postal fields has values + each of the field | Fields | Duplicate Result |
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| Name | Address | Zip/Postal | Entity that matched strictly with the name, address and zip will display | | Contact | Address | Zip/Postal | Entity that matched strictly with the contact, address and zip will display | | Email | Address | Zip/Postal | Entity that matched strictly with the email, address and zip will display | | Phone | Address | Zip/Postal | Entity that matched strictly with the phone, address and zip will display |
- On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
- On Entity search screen, click New button
 Image Modified - Enter details on Name, Contact, Email, Phone, Address, Zip/Postal
 Image Modified - Click
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- Find Duplicates toolbar button
- Duplicate Entities will be displayed containing the matching existing records that has the same data with new record
 Image Modified
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- On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
- On Entity search screen, click New button
 - Enter details on Name, Contact, Email, Phone, Address, Zip/Postal
 - Click Find Duplicates toolbar button
- Duplicate Entities will be displayed containing the matching existing records that has the same data with new record
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