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Duplicate Check

687 bytes added, 20:43, 25 May 2023
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[[File:DuplicateCheckUser.png|thumb|none|500px|User Duplicate Check Settings]]
The above settings will prevent the creation of multiple contacts users with the same full name/email address combination(if the user is added internally from within the system, rather than from a signup page).
By default, Duplicate Check access on profiles is set to be visible available to all internal users. To enable or disable Duplicate Check for specific roles, go to [[:Category:Global_Settings|Global Settings]], click on the '''Security''' tab and select [[System Visibility Permissions]]. The '''Show Duplicate Check''' setting can be controlled on the Company Logic and User Logic tabs.
==Defaults==
* Organization Name
* Phone
 
==Running a Duplicate Check On-Demand==
To run a duplicate check on a particular Organization or User in the database:
 
# Navigate to the profile which you'd like to check for duplicates.
# Select the option '''Duplicate Check''' from the Tools dropdown. A duplicate check will run against the record, against the criteria we have configured in the above settings.
 
If a duplicate is found, it will be flagged in the following modal window. To merge or delete organization/user profiles, use the steps outlined in the articles [[Merging Contacts]] or [[Merging Companies/Accounts]], respectively.
==Signup Pages==
Smartstaff
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