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Duplicate Record Checking

iMIS checks for duplicate records using a formula that combines different parts of the customer's record to make a key. The formula that comes with iMIS is usually precise enough to catch duplicates, but in some situations, your administrator may need to customize the formula.

If iMIS detects one or more possible duplicate records, it will show a list of the possible matches and then gives you the choice of either continuing to add the record or canceling the addition.

See Also

Data entry features

About Customer Portfolio data fields

Field Focus

Address Verification

To select data from a drop-down list

Reviewing undefined values

Date field data entry

Company flow down

Working in Data Grids

Selecting multiple values for user-defined fields

Using the Clipboard Icon


ASI logo 10.6 Production Release. Updated 2/23/2006 10:20:24 AM
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