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.