Duplicate Customers
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05-03-2023 12:49 PM
Is there some way a pop up can populate if you are adding a new customer and when adding the address you are required to see if it's for the same location to avoid creating duplicate customer/location?
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05-10-2023 10:20 AM
I know if there is a location already in use, you will be alerted. As for customers, you may need to pre-search before entering them into the system.
Dispatch and Office Supervisor - Smelly Mel's Plumbing
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05-04-2023 08:37 AM
I can't answer that question without digging into it a little more, but it does seem like there should be something. If you end up with duplicates, there is a way to merge them. Do you know about that feature?
Miranda Hufford, Office Administrator @ Red Barn Service, LLC