Smartstaff, administrator
3,315
edits
Changes
→Signup Options
* '''Only create new user''' – Is recommended and Only creates a user as new when no existing duplicate match is found. No updates are made to contacts when existing duplicate users are found.
* '''Always create new user''' – is not recommended and will always create a user as new, regardless of whether any existing duplicate match is found.
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||Duplicate Restriction Message
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||Submission Behavior
||Only available on the organization signup page. Typically, only '''Create new organization, block submission if matching organization found''' is recommended. The options are:*'''Create new organization, update if matching organization found''' - This setting is not recommended. Allows the direct update of organizations when existing duplicate matches are found, or create new organization when no match is found.*'''Create new organization, block submission if matching organization found''' - This is the default setting. It only allows the creation of organizations as new when no existing duplicate match is found. No updates are made to either organizations or contacts when existing duplicate organizations are found.*'''Create new organization regardless of matching organization found''' - This setting will always create an organization as new, regardless of whether any existing duplicate match is found.*'''Create new organization, if matching organization exists, only update users''' – This setting allows you to create a new organization or create a new contact under an existing organization. No updates are made to either organizations or contacts when existing duplicate organizations are found.*'''Create new organization, if matching organization exists, show entries to select, with option to create new''' - This setting allows you to create a new organization or create a new contact under an existing organization. When duplicate organizations are found, allow for the selection of a duplicate organization, and also allow an option to force create a new organization.
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||SmartCheck Validation
