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.
Note: If Address and Zip/Postal fields has values + each of the field
| Fields | Duplicate Result | ||
|---|---|---|---|
| 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 |
| 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
- Duplicate Entities will be displayed containing the matching existing records that has the same data with new record
- 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
- Find Duplicates
- Duplicate Entities will be displayed containing the matching existing records that has the same data with new record
Overview
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