Duplicate Account Check

If you want the system to check for possible duplicates when users create new accounts, select options on this page to choose the criteria used to identify duplicates. If you enable the Duplicate Account Check, a pop-up window displays any accounts in your system that match the configured criteria before a user saves a new account, so they can avoid inadvertently adding one that already exists.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click Areas > Configure on the menubar.
   • Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Account on the navigation panel, or Areas > Account on the menubar
3. Click Duplicate Account Check on the navigation panel.
4. In the list, click on the Entity for which you want to set criteria.
5. Click the Edit button beside the list.
6. Select one of the following radio buttons:
   • Do not perform duplicate account checks
   • Perform duplicate account checks
7. If you opt to perform duplicate account checks for the selected entity type, select the checkbox(es) for each field that you want Applied Epic to check for duplicates:
   • Account name
   • Account name plus zip/postal code
   • Phone number
   • D-U-N-S
     Note: The D-U-N-S option is only available if Client is the selected entity type and you have Applied Epic installed locally on your computer. The Duplicate Account Check does not include this option for non-client entities or for checks performed by users accessing Applied Epic through a web browser.
8. Click Finish to save your changes.
   Click Cancel to discard your changes.