Smartstaff
282
edits
Changes
no edit summary
=Overview=
When adding a new Company or Contact to the database, the system is able to check if the given value already exists in the database.<br />
In order to edit the settings of Duplicate Check, go to '''Organizations''' or '''Users''' tab in [[:Category:Global_Settings|Global Settings]]
The above settings will prevent the creation of multiple contacts with the same last name/email address combination.
By default, Duplicate Check access on profiles is set to be visible 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==When the organization and user duplicate checks haven't yet been set up, they will default to the following criteria:<strong>Users</strong>#First Name#Last Name#Email#Phone <strong>Organizations</strong>#Organization Name#Phone
==See Also==