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Preventing duplicate entries?
- Thread starter mow
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ACT! does this to a limited degree already, you need to set it up according to what fields are likely to be duplicated and you are limited to three selections.
Go to EDIT, DEFINE FIELDS and choose the ADVANCED tab. You will see choices that ACT! looks at to gauge dupes. Just arrange them in the order that you wish to prioritize.
You won't know that there is a dupe match until you have the data entered, because ACT! automatically saves the data as you move off the record. I always taught users to do a quick search or two on Company or Contact before entering new data to see if it existed already, its faster than entering all the info only to find out its a dupe.
HTH
swk
Go to EDIT, DEFINE FIELDS and choose the ADVANCED tab. You will see choices that ACT! looks at to gauge dupes. Just arrange them in the order that you wish to prioritize.
You won't know that there is a dupe match until you have the data entered, because ACT! automatically saves the data as you move off the record. I always taught users to do a quick search or two on Company or Contact before entering new data to see if it existed already, its faster than entering all the info only to find out its a dupe.
HTH
swk
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