Ideas & Enhancements

Duplication Check when Adding Cases via + New Party

My team has entered several duplicate cases because the duplication notification is only activate when you search for the name under "Select a Contact", not when you go straight to + New Party. When you choose + New Party, it should still run a duplication search on the name being entered as Needles used to do.

  • Guest
  • Jun 2 2022
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