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Alert me when a duplicate client is created

Alert me if I create a duplicate client.

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Michele Reyes shared this idea  ·   ·  Report…  ·  Admin →

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  • Lisa Hedden commented  ·   ·  Report

    Alert is there if the name is exact, but we recently had a duplicate client recreated where the name was input slightly differently, but it could have been caught by email address or phone number if that functionality existed.

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