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 Duplicate clients 
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Joined: Fri Jan 15, 2016 10:01 am
Posts: 3
Post Duplicate clients
I see that this was posted in October 2013 "It would be nice if Studio Cloud could notify the user if a client or prospective client being entered as new is a duplicate client or prospect. This would be triggered by matching last names, phone numbers, email addresses, or other matching fields" but I checked with support today and this issue remains the same.

Can we please have a way to be alerted when a duplicate entry is made?

And, a way to search ALL clients whether they are prospective, leads or clients.

Thanks.


Fri Jan 15, 2016 10:06 am
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