MrsEyewear
Technical User
I created a Customer ID field. Every customer should have a unique customer ID, and only one record per customer. But now and again, some of my employees makes a duplicate record.
I've been reading, and I see ACT has some handy ways to filter out duplicates.
Is there any way to PREVENT duplicates from ever being typed in?
IE- they try to make a new a new contact. The CUSTOMER ID is 1234. There is already an ACT contact with CUSTOMER ID 1234. Is there a mechanism that prevents our employees from going any further?
I've been reading, and I see ACT has some handy ways to filter out duplicates.
Is there any way to PREVENT duplicates from ever being typed in?
IE- they try to make a new a new contact. The CUSTOMER ID is 1234. There is already an ACT contact with CUSTOMER ID 1234. Is there a mechanism that prevents our employees from going any further?