- 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, Location, Phone, Email, Address, Organization, and LOB
![](/download/attachments/21235372/image2018-10-15%2017%3A2%3A29.png?version=1&modificationDate=1539594148577&api=v2&effects=border-simple,shadow-kn)
- Click Find Duplicates toolbar button
- Duplicate Entities screen will show, displaying a list of possible duplicate entities
![](/download/attachments/21235372/image2018-10-15%2017%3A5%3A55.png?version=1&modificationDate=1539594354687&api=v2&effects=border-simple,shadow-kn)
- The user can opt to merge or continue to create the entity by clicking the Add button
- Complete the required fields and save
![](/download/attachments/21235372/image2018-10-15%2017%3A6%3A59.png?version=1&modificationDate=1539594418937&api=v2&effects=border-simple,shadow-kn)
- On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
- On Entity search screen, click New button
![](/download/attachments/21235372/image2016-7-21%2010%3A57%3A2.png?version=1&modificationDate=1469069812947&api=v2&effects=border-simple,shadow-kn)
- Enter details on Name, Contact, Email, Zip/Postal, Country, Phone and Address
![](/download/attachments/21235372/image2016-7-21%2010%3A58%3A52.png?version=1&modificationDate=1469069922647&api=v2&effects=border-simple,shadow-kn)
- Click Add toolbar button
- If there are existing entities that matches any of the fields entered, this message will pop up
![](/download/thumbnails/21235372/image2016-3-28%2017%3A1%3A54.png?version=1&modificationDate=1459155915507&api=v2&effects=border-simple,shadow-kn)
- Clicking OK will display the Duplicate Entities screen with the entities matching the setup
![](/download/attachments/21235372/image2016-3-28%2017%3A2%3A26.png?version=1&modificationDate=1459155947740&api=v2&effects=border-simple,shadow-kn)
- If there are no existing entities that matches the entry, Entity screen will open with the supplied information
![](/download/attachments/21235372/image2016-7-21%2010%3A59%3A38.png?version=1&modificationDate=1469069969243&api=v2&effects=border-simple,shadow-kn)
- On the user's menu panel, open an Entity menu (i.e Users, Vendors, Customers, etc)
- On Entity search screen, click New button
![](/download/attachments/21235372/image2016-3-28%2016%3A57%3A50.png?version=1&modificationDate=1459155671617&api=v2&effects=border-simple,shadow-kn)
- Enter details on Name, Contact, Email, Phone, Address, Zip/Postal
![](/download/attachments/21235372/image2016-3-28%2016%3A59%3A31.png?version=1&modificationDate=1459155772343&api=v2&effects=border-simple,shadow-kn)
- Click Add toolbar button
- If there are existing entities that matches any of the fields entered, this message will pop up
![](/download/thumbnails/21235372/image2016-3-28%2017%3A1%3A54.png?version=1&modificationDate=1459155915507&api=v2&effects=border-simple,shadow-kn)
- Clicking OK will display the Duplicate Entities screen with the entities matching the setup
![](/download/attachments/21235372/image2016-3-28%2017%3A2%3A26.png?version=1&modificationDate=1459155947740&api=v2&effects=border-simple,shadow-kn)
- If there are no existing entities that matches the entry, Entity screen will open with the supplied information
![](/download/attachments/21235372/image2016-3-28%2017%3A4%3A35.png?version=1&modificationDate=1459156076270&api=v2&effects=border-simple,shadow-kn)
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