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Ideas & Enhancements
Created by Guest
Created on Aug 6, 2021

Neos - Duplicates Check to Import Intake

When checking duplicates for importing intakes from a file, please add a check for the same case type and the same name. Leads are often received from a form the potential client fills out themselves where they may have mistyped a phone number or data in another area. This will help to identify duplicates faster.

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