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Preventing Duplicate Names

By |2021-08-10T14:39:04-05:00August 10th, 2021|Comments Off on Preventing Duplicate Names
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Tips

When entering a new customer, get into the habit of entering the customer name only, then saving immediately to see if a duplicate exists.  Click the Menu button and choose Save.  If the save is successful, enter the remaining info.

  • If the save is not successful, compare the new name, contact, phone number, address, and any other relevant data to confirm it is not a duplicate of the existing entry.
  • If it is truly is a new customer, consider adding the state abbreviation to the end of the Customer Name field.
  • Alternatively, consider adding extra spaces along with other characters to the end of Customer Name field to make it unique.  Then you will be able to save the entry.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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