Handling Duplicate Clients

As you add new clients to your database, there’s always the possibility you
may enter a client twice. To protect against that, the software has four possible
duplicate checks so you can verify that the client you’re entering is
not a duplicate.

Setting the Duplicate Check #

1. To set up the duplicate check, go to Maintenance
   > Preferences > Company (Studio) Preferences > Client Tab.

2. In the Client Duplicate Check Options, select
   as many duplicate checks as you want the software to use when new clients are added to your database:

1. • Check client last
     name and city

   • Check client phone numbers

   • Check client first
     and last name

   • Check client address
     line 1 and city

   • Check client email

3. If you enter a new client and any of these fields
   match exactly with another client in the database, the software will give
   you a duplicate client warning message.

Checking for Duplicate Clients #

1. If you enter a new client and one of the duplicate
   checks you’re using matches one of your existing clients, you will
   receive a message window.

2. Click Ok
   and a warning icon will appear next to the Home Phone field.

3. Double-click the warning icon and you will view
   the existing client who has the same phone number.

4. Check the client information to make sure that
   it is not a duplicate client. If it is a duplicate, close out with the red X and
   do not save the new record. If it is not a duplicate, click Close and continue through the New Client Wizard.