Tips – Preventing Duplicate Names
When entering a new customer, get into the habit of entering the customer name only, then saving immediately to see if a duplicate exists. Just click the Menu button and choose Save. If the save is successful, enter the remaining info.
- If the save is not successful, compare the new name, contact, phone number, address, and any other relevant data to confirm it is not a duplicate of the existing entry.
- If it is truly is a new customer, consider adding the state abbreviation to the end of the Customer Name field.
- Alternatively, consider adding extra spaces along with other characters to the end of Customer Name field to make it unique. Then you will be able to save the entry.