As you’re adding new clients, there’s always the possibility you may enter a client twice. To protect against that, Stratus has several possible duplicate checks you can set up.
Setting up Duplicate Check Options #
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To set up the duplicate check, go to Maintenance > Preferences > Studio Preferences > Client Tab.
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In the “Client Duplicate Check Options” section, select as many duplicate checks as you want Stratus to use when new clients are being entered.
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If you enter a new client and any of these fields exactly match another client in the database, Stratus will give you a duplicate client warning message.
Checking for Duplicate Clients #
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If you enter a new client and one of the duplicate checks you’re using matches an existing clients, you will receive a message window.
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Click OK and a warning icon
will appear next to the duplicate field.
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Double-click the warning icon to view the existing client who has the same information.
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Check the other client information to see if it is a duplicate. If it is, click Close and then exit the new client record without saving it. If it is not a duplicate, click Close and continue entering the client information.