Preventing Duplicate Names

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