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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
    Image RemovedImage Added
  3. Enter details on Name, Contact, Email, Phone, Address, Zip/Postal
  4. Click Find Duplicates toolbar button
  5. Duplicate Entities will be displayed containing the matching existing records that has the same data with new record
    Image Added

 

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title16.1
  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
    Image Added
  3. Enter details on Name, Contact, Email, Phone, Address, Zip/Postal
    Image Added
  4. Click Find Duplicates toolbar button
  5. Duplicate Entities will be displayed containing the matching existing records that has the same data with new record
    Image Modified