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
- 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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